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 Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $84,160 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,397 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,115 | $107,741+55.1% | $96,576+73.0% | $79,634+109.9% |
| Participation rate | 55.4% | 79.1%-23.7pp | 81.4%-26.1pp | 62.5%-7.1pp |
| Annual return | 20.27% | 19.24%+1.0pp | 38.47%-18.2pp | 36.46%-16.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $5,120 | $7,899-35.2% | $7,956-35.7% | $3,835+33.5% |
| Admin fee / account holder | $297 | $1,150-74.2% | $11,381-97.4% | $1,002-70.4% |