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 MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $62,837 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $16,044 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,862 | $101,317+160.4% | $146,958+79.5% | $74,495+254.2% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.8pp |
| Annual return | 14.71% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,277 | $7,303+81.8% | $8,070+64.5% | $4,346+205.5% |
| Admin fee / account holder | $274 | $1,739-84.3% | $12,998-97.9% | $1,942-85.9% |