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 MANAGEMENT6 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $69,327 |
NWPS6 years Service code 15 · EIN 91-2090931 | Recordkeeping | $53,668 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Re... | $15,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,343 | $119,446+19.2% | $150,045-5.1% | $85,563+66.4% |
| Participation rate | 85.5% | 75.4%+10.1pp | 82.3%+3.2pp | 66.0%+19.6pp |
| Annual return | 16.86% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $3,390 | $4,078-16.9% | $4,693-27.8% | $2,654+27.7% |
| Participant deferral / active EE | $8,924 | $7,985+11.8% | $7,997+11.6% | $4,375+104.0% |
| Admin fee / account holder | $228 | $548-58.3% | $13,435-98.3% | $834-72.6% |