See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $68,671 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,646 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,348 | $73,360+111.8% | $177,989-12.7% | $74,495+108.5% |
| Participation rate | 75.5% | 66.6%+8.9pp | 77.1%-1.6pp | 67.2%+8.3pp |
| Annual return | 13.91% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,193 | $2,216-1.0% | $3,949-44.5% | $2,623-16.4% |
| Participant deferral / active EE | $6,851 | $4,513+51.8% | $6,276+9.2% | $4,346+57.7% |
| Admin fee / account holder | $579 | $1,808-68.0% | $10,363-94.4% | $1,942-70.2% |