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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS CORP. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $49,442 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,494 | $82,202+25.9% | $125,339-17.4% | $64,808+59.7% |
| Participation rate | 93.6% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -14.19% | 3.48%-17.7pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $7,440 | $3,615+105.8% | $4,814+54.6% | $2,506+196.9% |
| Participant deferral / active EE | $8,278 | $7,175+15.4% | $7,446+11.2% | $4,310+92.0% |
| Admin fee / account holder | $75 | $163-54.2% | $10,010-99.3% | $188-60.2% |