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 MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $30,946 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,981 | $73,360-22.3% | $177,989-68.0% | $74,495-23.5% |
| Participation rate | 95.6% | 66.6%+29.0pp | 77.1%+18.5pp | 67.2%+28.4pp |
| Annual return | 15.97% | 17.49%-1.5pp | 294.48%-278.5pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,357 | $2,216+6.3% | $3,949-40.3% | $2,623-10.1% |
| Participant deferral / active EE | $5,057 | $4,513+12.0% | $6,276-19.4% | $4,346+16.4% |
| Admin fee / account holder | $220 | $1,808-87.8% | $10,363-97.9% | $1,942-88.7% |