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) | $89,743 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,048 | $49,693+189.9% | $70,515+104.3% | $74,419+93.6% |
| Participation rate | 97.7% | 64.7%+33.0pp | 68.3%+29.3pp | 70.7%+26.9pp |
| Annual return | 19.42% | 21.22%-1.8pp | 32.77%-13.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,311 | $1,773+86.7% | $2,973+11.3% | $2,637+25.5% |
| Participant deferral / active EE | $8,830 | $3,376+161.6% | $4,567+93.3% | $4,528+95.0% |
| Admin fee / account holder | $141 | $316-55.5% | $6,412-97.8% | $348-59.6% |