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 MANAGEMENT9+ 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 | $31,353 | $41,078-23.7% | $80,569-61.1% | $71,457-56.1% |
| Participation rate | 97.0% | 50.2%+46.8pp | 67.0%+30.0pp | 67.9%+29.1pp |
| Annual return | 19.10% | 38.45%-19.3pp | 935.43%-916.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $498 | $1,506-67.0% | $2,723-81.7% | $2,588-80.8% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $13 | $1,840-99.3% | $5,377-99.8% | $1,587-99.2% |