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 MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $63,624 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $17,172 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $284,656 | $119,446+138.3% | $150,045+89.7% | $85,563+232.7% |
| Participation rate | 77.9% | 75.4%+2.4pp | 82.3%-4.5pp | 66.0%+11.9pp |
| Annual return | 13.60% | 23.72%-10.1pp | 62.55%-49.0pp | 31.51%-17.9pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,897 | $7,985+49.0% | $7,997+48.8% | $4,375+171.9% |
| Admin fee / account holder | $278 | $548-49.3% | $13,435-97.9% | $834-66.7% |