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 WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $34,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,571 | $39,948+16.6% | $89,391-47.9% | $73,409-36.6% |
| Participation rate | 98.0% | 50.4%+47.6pp | 68.0%+30.0pp | 72.2%+25.9pp |
| Annual return | 7.65% | 50.12%-42.5pp | 245.62%-238.0pp | 59.29%-51.6pp |
| Employer contribution / active EE | $1,732 | $1,200+44.4% | $2,586-33.0% | $2,234-22.4% |
| Participant deferral / active EE | $3,045 | $2,193+38.9% | $3,890-21.7% | $3,805-20.0% |
| Admin fee / account holder | $16 | $134-87.8% | $4,881-99.7% | $158-89.7% |