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 MANAGEMENT7+ years Service code 27 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $181,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,846 | $61,156+298.7% | $185,823+31.2% | $79,386+207.2% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 20.51% | 19.45%+1.1pp | 122.05%-101.5pp | 116.85%-96.3pp |
| Employer contribution / active EE | $8,244 | $2,321+255.3% | $5,167+59.5% | $2,427+239.6% |
| Participant deferral / active EE | $7,553 | $2,789+170.9% | $5,568+35.7% | $4,046+86.7% |
| Admin fee / account holder | $1,243 | $710+75.2% | $16,237-92.3% | $626+98.5% |