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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP.. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $41,503 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,775 |
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 | $122,722 | $95,274+28.8% | $135,903-9.7% | $74,419+64.9% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 16.54% | 32.77%-16.2pp | 68.23%-51.7pp | 34.38%-17.8pp |
| Employer contribution / active EE | $8,149 | $3,874+110.3% | $4,856+67.8% | $2,637+209.0% |
| Participant deferral / active EE | $9,201 | $7,782+18.2% | $7,758+18.6% | $4,528+103.2% |
| Admin fee / account holder | $63 | $266-76.2% | $10,762-99.4% | $348-81.8% |