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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $65,908 |
Service code 99 210 S DE LACEY AVE, SUITE 110 · PASADENA, CA 91105 | Other Fees | $15,750 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,631 | $50,815+39.0% | $155,509-54.6% | $77,643-9.0% |
| Participation rate | 76.4% | 63.1%+13.3pp | 78.2%-1.8pp | 70.6%+5.8pp |
| Annual return | 13.86% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,549 | $1,993+27.9% | $4,672-45.4% | $2,726-6.5% |
| Participant deferral / active EE | $3,937 | $2,822+39.5% | $5,626-30.0% | $4,647-15.3% |
| Admin fee / account holder | $137 | $437-68.5% | $15,912-99.1% | $430-68.1% |