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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $86,688 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,183 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,627 | $58,347+178.7% | $85,682+89.8% | $86,799+87.4% |
| Participation rate | 97.6% | 64.9%+32.7pp | 69.9%+27.8pp | 72.3%+25.3pp |
| Annual return | 16.24% | 18.43%-2.2pp | 21.49%-5.2pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,661 | $1,751+52.0% | $2,618+1.6% | $2,405+10.6% |
| Participant deferral / active EE | $7,408 | $3,065+141.7% | $3,923+88.9% | $4,131+79.3% |
| Admin fee / account holder | $158 | $147+7.1% | $6,873-97.7% | $170-6.9% |