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 CORP Service code 55 · EIN 41-1416330 | Other Commissions | $12,160 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,250 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $89,101 | $50,958+74.9% | $74,550+19.5% | $64,186+38.8% |
| Participation rate | 77.6% | 61.1%+16.6pp | 69.1%+8.5pp | 69.6%+8.1pp |
| Annual return | -2.83% | -1.86%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $922 | $1,115-17.4% | $1,961-53.0% | $2,381-61.3% |
| Participant deferral / active EE | $3,851 | $2,301+67.3% | $3,108+23.9% | $3,470+11.0% |
| Admin fee / account holder | $16 | $4,223-99.6% | $5,060-99.7% | $4,888-99.7% |