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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $124,653 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,285 | $57,831+211.7% | $82,389+118.8% | $85,563+110.7% |
| Participation rate | 95.2% | 55.0%+40.2pp | 69.5%+25.7pp | 66.0%+29.3pp |
| Annual return | 18.77% | 17.86%+0.9pp | 28.67%-9.9pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,870 | $1,643+74.7% | $2,517+14.0% | $2,654+8.1% |
| Participant deferral / active EE | $7,860 | $3,118+152.1% | $4,155+89.2% | $4,375+79.7% |
| Admin fee / account holder | $177 | $1,391-87.3% | $7,231-97.5% | $834-78.7% |