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 MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $60,085 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $41,193 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $8,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,815 | $82,202+9.3% | $125,339-28.3% | $64,808+38.6% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -16.87% | 3.48%-20.4pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,735 | $3,615+3.3% | $4,814-22.4% | $2,506+49.1% |
| Participant deferral / active EE | $10,035 | $7,175+39.9% | $7,446+34.8% | $4,310+132.8% |
| Admin fee / account holder | $188 | $163+15.2% | $10,010-98.1% | $188+0.1% |