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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $32,670 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,732 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $2,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,422 | $132,049-35.3% | $200,582-57.4% | $74,304+15.0% |
| Participation rate | 97.1% | 84.1%+13.1pp | 86.9%+10.3pp | 60.3%+36.8pp |
| Annual return | 18.13% | 22.22%-4.1pp | 42.33%-24.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $3,560 | $4,558-21.9% | $6,419-44.5% | $2,241+58.9% |
| Participant deferral / active EE | $7,845 | $7,213+8.8% | $9,331-15.9% | $3,767+108.2% |
| Admin fee / account holder | $191 | $2,405-92.1% | $16,305-98.8% | $2,969-93.6% |