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 MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 21 555 S. FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,978 | $60,165+194.2% | $74,183+138.6% | $55,167+220.8% |
| Participation rate | 99.5% | 74.2%+25.4pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 6.75% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $11,883 | $1,600+642.8% | $2,370+401.4% | $1,963+505.5% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |