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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6T ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $64,801 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $47,393 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $46,292+46.9% | $143,757-52.7% | $64,808+4.9% |
| Participation rate | 98.1% | 64.2%+33.8pp | 80.3%+17.8pp | 71.5%+26.6pp |
| Annual return | -16.20% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,398 | $1,910-26.8% | $4,951-71.8% | $2,506-44.2% |
| Participant deferral / active EE | $5,150 | $2,646+94.6% | $5,637-8.6% | $4,310+19.5% |
| Admin fee / account holder | $177 | $154+14.9% | $14,673-98.8% | $188-5.9% |