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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $19,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,312 | $73,102-25.7% | $123,544-56.0% | $56,287-3.5% |
| Participation rate | 93.2% | 74.3%+18.9pp | 82.3%+10.9pp | 69.9%+23.4pp |
| Annual return | -8.21% | 3.01%-11.2pp | 119.20%-127.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $5,209 | $2,977+75.0% | $4,628+12.6% | $2,111+146.8% |
| Participant deferral / active EE | $6,659 | $5,423+22.8% | $6,426+3.6% | $3,350+98.8% |
| Admin fee / account holder | $248 | $554-55.2% | $9,284-97.3% | $521-52.3% |