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 GLOBAL ASSET MANAGEMENT5 years Filed as: CITY NATIONAL BANK Service code 21 555 S FLOWER ST · LOS ANGELES, CA 90071 | Bank Trustee | $9,584 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $487,732 | $82,917+488.2% | $103,333+372.0% | $77,643+528.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.41% | 19.13%-2.7pp | 24.88%-8.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $29,264 | $3,552+724.0% | $3,868+656.6% | $2,726+973.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $27 | $638-95.8% | $8,355-99.7% | $430-93.7% |