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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 20-0563684 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $20,188 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,671 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,642 | $55,415-55.5% | $155,509-84.2% | $74,495-66.9% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.5pp | 67.2%+29.4pp |
| Annual return | 15.35% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $821 | $2,267-63.8% | $4,672-82.4% | $2,623-68.7% |
| Participant deferral / active EE | $3,536 | $2,836+24.7% | $5,626-37.1% | $4,346-18.6% |
| Admin fee / account holder | $111 | $1,738-93.6% | $15,912-99.3% | $1,942-94.3% |