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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,088 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,554 | $104,475+6.8% | $159,436-30.0% | $79,386+40.5% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 4.84% | 67.95%-63.1pp | 263.57%-258.7pp | 116.85%-112.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,759 | $6,467-72.8% | $7,352-76.1% | $4,046-56.5% |
| Admin fee / account holder | $125 | $711-82.5% | $10,799-98.8% | $626-80.1% |