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 MANAGEMENT10+ years Filed as: CITY NATIONAL BANK Service code 21 555 S. FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,462 | $103,024+118.8% | $112,040+101.2% | $79,634+183.1% |
| Participation rate | 99.6% | 80.6%+19.1pp | 76.5%+23.1pp | 62.5%+37.2pp |
| Annual return | 11.59% | 17.60%-6.0pp | 24.52%-12.9pp | 36.46%-24.9pp |
| Employer contribution / active EE | $15,848 | $3,015+425.7% | $2,954+436.5% | $2,529+526.6% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1 | $465-99.7% | $12,098-100.0% | $1,002-99.9% |