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) | $106,343 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,001 | $55,416+179.7% | $75,972+104.0% | $77,643+99.6% |
| Participation rate | 97.7% | 63.6%+34.1pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 15.33% | 17.07%-1.7pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,865 | $1,788+60.3% | $2,685+6.7% | $2,726+5.1% |
| Participant deferral / active EE | $7,813 | $3,447+126.7% | $4,255+83.6% | $4,647+68.1% |
| Admin fee / account holder | $154 | $414-62.8% | $6,467-97.6% | $430-64.3% |