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 MANAGEMENT5+ 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 | $28,229 | $38,365-26.4% | $84,611-66.6% | $65,185-56.7% |
| Participation rate | 97.3% | 55.7%+41.6pp | 68.2%+29.0pp | 70.2%+27.1pp |
| Annual return | 23.91% | 32.00%-8.1pp | 258.74%-234.8pp | 29.38%-5.5pp |
| Employer contribution / active EE | $549 | $1,258-56.3% | $2,652-79.3% | $2,177-74.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $20 | $451-95.6% | $4,912-99.6% | $847-97.7% |