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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $62,330 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $49,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,051 | $47,126+67.7% | $149,673-47.2% | $74,419+6.2% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.7pp |
| Annual return | 18.36% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,817 | $1,905-4.6% | $4,818-62.3% | $2,637-31.1% |
| Participant deferral / active EE | $5,246 | $2,728+92.3% | $5,680-7.6% | $4,528+15.9% |
| Admin fee / account holder | $172 | $343-49.8% | $13,210-98.7% | $348-50.6% |