See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, CORP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,716 | $64,909-4.9% | $82,313-25.0% | $62,292-0.9% |
| Participation rate | 88.2% | 74.9%+13.3pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 16.18% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,924 | $1,676+14.8% | $2,428-20.8% | $2,042-5.8% |
| Participant deferral / active EE | $2,770 | $3,103-10.7% | $3,706-25.2% | $3,169-12.6% |
| Admin fee / account holder | $5 | $440-99.0% | $5,608-99.9% | $479-99.1% |