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 MANAGEMENT6 years Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $29,490 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $26,744 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,828 | $56,317-18.6% | $71,209-35.6% | $74,304-38.3% |
| Participation rate | 74.4% | 55.1%+19.2pp | 73.8%+0.6pp | 60.3%+14.0pp |
| Annual return | 16.45% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $23 | $2,160-98.9% | $2,721-99.1% | $2,241-99.0% |
| Participant deferral / active EE | $2,419 | $2,788-13.2% | $4,175-42.1% | $3,767-35.8% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |