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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $53,799 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,620 | $56,485+2.0% | $185,823-69.0% | $86,799-33.6% |
| Participation rate | 75.0% | 65.5%+9.6pp | 81.7%-6.7pp | 72.3%+2.8pp |
| Annual return | 14.37% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,707 | $1,843-7.4% | $5,167-67.0% | $2,405-29.0% |
| Participant deferral / active EE | $2,964 | $2,553+16.1% | $5,568-46.8% | $4,131-28.2% |
| Admin fee / account holder | $94 | $150-37.2% | $16,237-99.4% | $170-44.6% |