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 3-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 MANAGEMENT1 year Service code 27 · EIN 41-1416330 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $12,472 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 4.93% | 7.01%-2.1pp | 9.84%-4.9pp | 7.65%-2.7pp |
| Employer contribution / active EE | $22,823 | $15,137+50.8% | $30,320-24.7% | $20,599+10.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |