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 MANAGEMENT10+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $37,168 |
Service code 15 · EIN 91-2090931 | Recordkeeping | $29,693 |
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST CO. Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Securities Custodian | $14,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,208 | $101,499+68.7% | $147,005+16.5% | $74,546+129.7% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 16.49% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $2,808 | $3,811-26.3% | $4,934-43.1% | $2,624+7.0% |
| Participant deferral / active EE | $10,742 | $7,304+47.1% | $8,070+33.1% | $4,347+147.1% |
| Admin fee / account holder | $264 | $1,748-84.9% | $13,006-98.0% | $1,944-86.4% |