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 27 · EIN 41-1416330 | Advisory (Plan) | $34,760 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,710 | $106,028+33.7% | $146,958-3.6% | $77,643+82.5% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 12.53% | 56.73%-44.2pp | 418.34%-405.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $8,458 | $4,063+108.2% | $4,933+71.5% | $2,726+210.3% |
| Participant deferral / active EE | $9,508 | $7,990+19.0% | $8,070+17.8% | $4,647+104.6% |
| Admin fee / account holder | $55 | $337-83.6% | $12,998-99.6% | $430-87.1% |