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) | $47,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,101 | $102,317+122.0% | $146,958+54.5% | $80,856+180.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,235 | $3,713+67.9% | $4,933+26.4% | $2,755+126.3% |
| Participant deferral / active EE | $10,042 | $6,644+51.2% | $8,070+24.4% | $4,296+133.8% |
| Admin fee / account holder | $664 | $7,941-91.6% | $12,998-94.9% | $6,918-90.4% |