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 27 · EIN 41-1416330 | Advisory (Plan) | $51,108 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,250 |
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 | $123,933 | $104,317+18.8% | $159,436-22.3% | $86,799+42.8% |
| Participation rate | 91.8% | 77.7%+14.1pp | 82.8%+8.9pp | 72.3%+19.5pp |
| Annual return | 13.38% | 26.32%-12.9pp | 263.57%-250.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $7,082 | $3,451+105.2% | $4,829+46.6% | $2,405+194.4% |
| Participant deferral / active EE | $8,069 | $6,837+18.0% | $7,352+9.8% | $4,131+95.3% |
| Admin fee / account holder | $78 | $172-54.7% | $10,799-99.3% | $170-54.0% |