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 13 · EIN 41-1416330 | Contract Administrator | $24,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,120 | $61,272+32.4% | $149,673-45.8% | $71,457+13.5% |
| Participation rate | 82.7% | 62.5%+20.2pp | 78.8%+3.9pp | 67.9%+14.8pp |
| Annual return | 21.04% | 35.85%-14.8pp | 134.42%-113.4pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,105 | $2,378+30.6% | $4,818-35.5% | $2,588+20.0% |
| Participant deferral / active EE | $5,628 | $2,917+92.9% | $5,680-0.9% | $4,289+31.2% |
| Admin fee / account holder | $272 | $1,261-78.4% | $13,210-97.9% | $1,587-82.8% |