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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP. Service code 28 · EIN 41-1146330 | Investment Management | $39,947 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,800 |
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 | $111,831 | $100,801+10.9% | $149,696-25.3% | $73,409+52.3% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 14.70% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $6,758 | $3,312+104.1% | $4,644+45.5% | $2,234+202.6% |
| Participant deferral / active EE | $7,683 | $6,404+20.0% | $6,842+12.3% | $3,805+101.9% |
| Admin fee / account holder | $63 | $181-65.2% | $9,309-99.3% | $158-60.2% |