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 MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $30,539 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $23,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,494 | $80,724+72.8% | $103,333+35.0% | $74,495+87.3% |
| Participation rate | 97.9% | 65.7%+32.3pp | 74.5%+23.4pp | 67.2%+30.7pp |
| Annual return | 14.55% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,705 | $3,157+49.0% | $3,868+21.6% | $2,623+79.4% |
| Participant deferral / active EE | $9,824 | $3,860+154.5% | $5,057+94.3% | $4,346+126.1% |
| Admin fee / account holder | $223 | $2,368-90.6% | $8,355-97.3% | $1,942-88.5% |