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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $35,781 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 16 · EIN 41-1416330 | Consulting | $18,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,298 | $58,879-36.7% | $178,490-79.1% | $73,488-49.2% |
| Participation rate | 79.4% | 66.2%+13.2pp | 81.9%-2.5pp | 70.7%+8.8pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,216 | $2,236-45.6% | $5,011-75.7% | $2,270-46.4% |
| Participant deferral / active EE | $3,022 | $2,567+17.7% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $179 | $400-55.3% | $13,984-98.7% | $513-65.1% |