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 5-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 CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $47,809 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,688 | $95,274-39.5% | $135,903-57.6% | $74,419-22.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.0pp |
| Annual return | 21.32% | 32.77%-11.4pp | 68.23%-46.9pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,557 | $3,874-8.2% | $4,856-26.8% | $2,637+34.9% |
| Participant deferral / active EE | $9,649 | $7,782+24.0% | $7,758+24.4% | $4,528+113.1% |
| Admin fee / account holder | $222 | $266-16.7% | $10,762-97.9% | $348-36.3% |