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 MANAGEMENT4+ years Service code 33 · EIN 41-1416330 | Securities brokerage | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,078 | $33,067-27.2% | $76,523-68.5% | $56,287-57.2% |
| Participation rate | 97.8% | 55.4%+42.4pp | 68.0%+29.8pp | 69.9%+27.9pp |
| Annual return | -6.48% | 2.72%-9.2pp | -0.27%-6.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $559 | $1,200-53.5% | $2,647-78.9% | $2,111-73.5% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $25 | $537-95.3% | $4,848-99.5% | $521-95.1% |