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 26 · EIN 41-1416330 | Advisory (Participants) | $37,515 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,846 | $53,165-66.4% | $86,188-79.3% | $74,419-76.0% |
| Participation rate | 90.7% | 64.9%+25.8pp | 69.0%+21.7pp | 70.7%+19.9pp |
| Annual return | 18.02% | 22.64%-4.6pp | 1168.45%-1150.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $715 | $1,210-40.9% | $2,380-70.0% | $2,637-72.9% |
| Participant deferral / active EE | $4,796 | $3,234+48.3% | $3,985+20.4% | $4,528+5.9% |
| Admin fee / account holder | $154 | $551-72.1% | $6,852-97.8% | $348-55.8% |