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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $18,844 |
BST & CO. CPA'S LLP1 year Service code 10 10 BRITISH AMERICAN BLVD · LATHAM, NY 12210 | Accounting | $8,451 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,201 | $69,477+37.0% | $94,646+0.6% | $71,457+33.2% |
| Participation rate | 88.1% | 78.4%+9.7pp | 80.8%+7.3pp | 67.9%+20.2pp |
| Annual return | 20.04% | 29.66%-9.6pp | 156.71%-136.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,230 | $2,853-56.9% | $3,672-66.5% | $2,588-52.5% |
| Participant deferral / active EE | $9,151 | $7,345+24.6% | $7,418+23.4% | $4,289+113.4% |
| Admin fee / account holder | $168 | $1,210-86.1% | $7,231-97.7% | $1,587-89.4% |