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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $55,820 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,557 | $46,292+13.5% | $143,757-63.4% | $64,808-18.9% |
| Participation rate | 76.3% | 64.2%+12.1pp | 80.3%-4.0pp | 71.5%+4.9pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,316 | $1,910+21.3% | $4,951-53.2% | $2,506-7.6% |
| Participant deferral / active EE | $3,615 | $2,646+36.6% | $5,637-35.9% | $4,310-16.1% |
| Admin fee / account holder | $96 | $154-37.4% | $14,673-99.3% | $188-48.7% |