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+ years Service code 33 · EIN 41-1416330 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,132 | $31,109+0.1% | $67,711-54.0% | $52,331-40.5% |
| Participation rate | 97.2% | 54.0%+43.2pp | 67.5%+29.7pp | 68.1%+29.1pp |
| Annual return | 0.05% | 23.70%-23.6pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,408 | $1,076+30.9% | $2,559-45.0% | $1,882-25.2% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $19 | $466-95.9% | $4,255-99.5% | $592-96.7% |