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 27 · EIN 13-2624428 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,931 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $36,695 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,642 | $81,908-57.7% | $90,749-61.8% | $64,808-46.5% |
| Participation rate | 91.9% | 80.5%+11.4pp | 75.7%+16.2pp | 71.5%+20.4pp |
| Annual return | -12.77% | -12.53%-0.2pp | -12.16%-0.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $245 | $3,065-92.0% | $2,921-91.6% | $2,506-90.2% |
| Participant deferral / active EE | $2,368 | $4,840-51.1% | $4,564-48.1% | $4,310-45.1% |
| Admin fee / account holder | $200 | $157+26.9% | $8,445-97.6% | $188+6.2% |