Filed November 14, 2017
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 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $25,996 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $4,502 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,093 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,542 | $52,293-58.8% | $178,490-87.9% | $73,409-70.7% |
| Participation rate | 73.7% | 65.3%+8.3pp | 81.9%-8.3pp | 72.2%+1.5pp |
| Annual return | 15.92% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $870 | $1,735-49.9% | $5,011-82.6% | $2,234-61.1% |
| Participant deferral / active EE | $2,338 | $2,332+0.3% | $5,202-55.0% | $3,805-38.6% |
| Admin fee / account holder | $84 | $127-33.7% | $13,984-99.4% | $158-46.5% |