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 MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $14,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,476 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,338 | $44,473-13.8% | $76,523-49.9% | $55,725-31.2% |
| Participation rate | 99.3% | 51.0%+48.3pp | 68.0%+31.3pp | 70.9%+28.4pp |
| Annual return | 0.74% | -2.01%+2.7pp | -0.27%+1.0pp | 244.93%-244.2pp |
| Employer contribution / active EE | $2,252 | $1,101+104.5% | $2,647-14.9% | $2,078+8.4% |
| Participant deferral / active EE | $2,843 | $1,988+43.0% | $3,835-25.9% | $3,356-15.3% |
| Admin fee / account holder | $40 | $134-70.1% | $4,848-99.2% | $115-65.2% |