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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,456 |
Filed as: TRANSAMERICA RETIREMENT Service code 15 · EIN 13-3689044 | Recordkeeping | $20,285 |
Filed as: PENNSYLVANIA PENSION PLANNERS Service code 15 · EIN 23-1735188 | Recordkeeping | $1,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,215 | $49,915-37.5% | $154,803-79.8% | $74,304-58.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.72% | 34.06%-21.3pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,157 | $1,611-28.2% | $4,305-73.1% | $2,241-48.4% |
| Participant deferral / active EE | $1,744 | $2,255-22.7% | $5,540-68.5% | $3,767-53.7% |
| Admin fee / account holder | $294 | $2,189-86.6% | $14,329-97.9% | $2,969-90.1% |