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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,884 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,986 | $64,909-29.2% | $82,313-44.1% | $62,292-26.2% |
| Participation rate | 88.2% | 74.9%+13.4pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 15.82% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,682 | $3,103-13.6% | $3,706-27.6% | $3,169-15.4% |
| Admin fee / account holder | -$8 | $440-101.8% | $5,608-100.1% | $479-101.6% |