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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $36,258 |
BST & CO. CPA'S LLP3 years Service code 10 10 BRITISH AMERICAN BLVD · LATHAM, NY 12210 | Accounting | $14,900 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,456 | $88,634+58.5% | $101,326+38.6% | $74,304+89.0% |
| Participation rate | 79.5% | 76.9%+2.7pp | 81.5%-2.0pp | 60.3%+19.2pp |
| Annual return | 19.80% | 33.10%-13.3pp | 36.82%-17.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,721 | $2,930-41.3% | $3,665-53.0% | $2,241-23.2% |
| Participant deferral / active EE | $8,845 | $7,322+20.8% | $7,994+10.6% | $3,767+134.8% |
| Admin fee / account holder | $244 | $2,425-89.9% | $11,185-97.8% | $2,969-91.8% |