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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $55,703 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,423 | $47,126+30.3% | $149,673-59.0% | $74,419-17.5% |
| Participation rate | 77.5% | 63.4%+14.1pp | 78.8%-1.3pp | 70.7%+6.8pp |
| Annual return | 16.24% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,431 | $1,905+27.6% | $4,818-49.5% | $2,637-7.8% |
| Participant deferral / active EE | $3,592 | $2,728+31.7% | $5,680-36.8% | $4,528-20.7% |
| Admin fee / account holder | $94 | $343-72.7% | $13,210-99.3% | $348-73.1% |