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 MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $62,399 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $38,828 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Recordkeeping fees; Custodial (other ... | $10,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,375 | $95,274+11.7% | $135,903-21.7% | $74,419+42.9% |
| Participation rate | 95.5% | 78.2%+17.4pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 19.75% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $3,612 | $3,874-6.8% | $4,856-25.6% | $2,637+37.0% |
| Participant deferral / active EE | $10,063 | $7,782+29.3% | $7,758+29.7% | $4,528+122.2% |
| Admin fee / account holder | $187 | $266-29.5% | $10,762-98.3% | $348-46.1% |