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 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $68,590 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,025 | $54,193+49.5% | $93,606-13.4% | $77,643+4.4% |
| Participation rate | 37.2% | 63.9%-26.7pp | 68.7%-31.5pp | 70.6%-33.3pp |
| Annual return | 13.33% | 30.54%-17.2pp | 133.20%-119.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $744 | $1,168-36.3% | $2,420-69.3% | $2,726-72.7% |
| Participant deferral / active EE | $3,310 | $3,144+5.3% | $4,411-25.0% | $4,647-28.8% |
| Admin fee / account holder | $214 | $576-62.8% | $8,285-97.4% | $430-50.2% |