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 Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,660 |
SWEENEY CONRAD, P.S.5 years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $6,750 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $50,596 | $65,435-22.7% | $86,677-41.6% | $66,914-24.4% |
| Participation rate | 56.1% | 75.5%-19.3pp | 76.6%-20.4pp | 69.8%-13.7pp |
| Annual return | -19.14% | -10.89%-8.3pp | 35.91%-55.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $162 | $2,153-92.5% | $2,836-94.3% | $2,544-93.6% |
| Participant deferral / active EE | $3,372 | $4,100-17.8% | $4,656-27.6% | $4,237-20.4% |
| Admin fee / account holder | $203 | $642-68.4% | $7,493-97.3% | $593-65.8% |