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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $69,866 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $61,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,549 | $50,815+68.4% | $155,509-45.0% | $77,643+10.2% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.5pp |
| Annual return | 14.82% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,327 | $1,993+16.8% | $4,672-50.2% | $2,726-14.6% |
| Participant deferral / active EE | $5,086 | $2,822+80.2% | $5,626-9.6% | $4,647+9.4% |
| Admin fee / account holder | $206 | $437-52.8% | $15,912-98.7% | $430-52.1% |