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 5-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+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $63,173 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $26,679 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,059 | $104,317+57.3% | $159,436+2.9% | $86,799+89.0% |
| Participation rate | 82.5% | 77.7%+4.8pp | 82.8%-0.3pp | 72.3%+10.2pp |
| Annual return | 17.64% | 26.32%-8.7pp | 263.57%-245.9pp | 97.91%-80.3pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,822 | $6,837+43.7% | $7,352+33.6% | $4,131+137.8% |
| Admin fee / account holder | $176 | $172+2.4% | $10,799-98.4% | $170+4.0% |