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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH STREET COMMISSIONS ACCT P- · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $26,250 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $9,370 |
Service code 13 16030 VENTURA BLVD #320 · ENCINO, CA 91436 | Contract Administrator | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,808 | $84,487-26.8% | $125,339-50.7% | $66,914-7.6% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -11.54% | -8.39%-3.1pp | 572.05%-583.6pp | 1.58%-13.1pp |
| Employer contribution / active EE | $7,147 | $3,553+101.2% | $4,814+48.5% | $2,544+180.9% |
| Participant deferral / active EE | $10,134 | $6,781+49.4% | $7,446+36.1% | $4,237+139.2% |
| Admin fee / account holder | $236 | $685-65.5% | $10,010-97.6% | $593-60.2% |