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 CORP. Service code 28 · EIN 41-1146330 | Investment Management | $35,898 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $22,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,800 |
Annual investment return 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 | $96,467 | $88,122+9.5% | $141,162-31.7% | $67,579+42.7% |
| Participation rate | 92.1% | 76.5%+15.7pp | 82.5%+9.6pp | 71.3%+20.8pp |
| Annual return | 19.87% | 75.40%-55.5pp | 71.39%-51.5pp | 378.56%-358.7pp |
| Employer contribution / active EE | $6,338 | $3,224+96.6% | $4,735+33.9% | $2,148+195.1% |
| Participant deferral / active EE | $7,226 | $5,958+21.3% | $6,709+7.7% | $3,539+104.2% |
| Admin fee / account holder | $91 | $131-30.1% | $10,261-99.1% | $142-35.7% |