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 CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLI, MN 55402 | Other Commissions | $19,105 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,563 | $86,655-18.6% | $119,609-41.0% | $66,914+5.5% |
| Participation rate | 55.9% | 75.6%-19.7pp | 79.3%-23.4pp | 69.8%-13.9pp |
| Annual return | -16.59% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $857 | $2,536-66.2% | $4,232-79.7% | $2,544-66.3% |
| Participant deferral / active EE | $2,428 | $4,358-44.3% | $5,602-56.7% | $4,237-42.7% |
| Admin fee / account holder | -$7 | $755-100.9% | $10,323-100.1% | $593-101.1% |