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 Service code 26 · EIN 41-1416330 | Advisory (Participants) | $54,920 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $32,006 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Recordkeeping fees; Custodial (other ... | $2,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,771 | $100,801+13.9% | $149,696-23.3% | $73,409+56.3% |
| Participation rate | 91.3% | 77.7%+13.6pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 47.92% | 265.34%-217.4pp | 276.60%-228.7pp | 59.29%-11.4pp |
| Employer contribution / active EE | $3,388 | $3,312+2.3% | $4,644-27.1% | $2,234+51.7% |
| Participant deferral / active EE | $8,557 | $6,404+33.6% | $6,842+25.1% | $3,805+124.9% |
| Admin fee / account holder | $193 | $181+6.7% | $9,309-97.9% | $158+22.2% |