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 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $65,317 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $47,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,080 | $56,485+47.1% | $185,823-55.3% | $86,799-4.3% |
| Participation rate | 97.8% | 65.5%+32.4pp | 81.7%+16.1pp | 72.3%+25.6pp |
| Annual return | 15.10% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,237 | $1,843+21.4% | $5,167-56.7% | $2,405-7.0% |
| Participant deferral / active EE | $4,916 | $2,553+92.6% | $5,568-11.7% | $4,131+19.0% |
| Admin fee / account holder | $175 | $150+16.8% | $16,237-98.9% | $170+3.1% |