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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $21,394 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46536 | Other Services | $2,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,523 | $88,360-64.3% | $145,433-78.3% | $67,986-53.6% |
| Participation rate | 91.2% | 65.5%+25.7pp | 82.1%+9.1pp | 57.2%+34.0pp |
| Annual return | 16.32% | 63.15%-46.8pp | 66.58%-50.3pp | 31.67%-15.3pp |
| Employer contribution / active EE | $577 | $3,054-81.1% | $4,554-87.3% | $2,019-71.4% |
| Participant deferral / active EE | $4,519 | $5,932-23.8% | $7,897-42.8% | $3,358+34.6% |
| Admin fee / account holder | $51 | $3,313-98.5% | $13,129-99.6% | $3,203-98.4% |