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 MANAGEMENT5 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $66,892 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $62,499 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Tr... | $12,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,859 | $106,028+14.9% | $146,958-17.1% | $77,643+56.9% |
| Participation rate | 95.6% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.32% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,710 | $4,063-8.7% | $4,933-24.8% | $2,726+36.1% |
| Participant deferral / active EE | $9,892 | $7,990+23.8% | $8,070+22.6% | $4,647+112.8% |
| Admin fee / account holder | $235 | $337-30.4% | $12,998-98.2% | $430-45.4% |