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 MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $29,610 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $4,242 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,111 | $46,292-58.7% | $143,757-86.7% | $64,808-70.5% |
| Participation rate | 76.6% | 64.2%+12.3pp | 80.3%-3.8pp | 71.5%+5.1pp |
| Annual return | -16.25% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,217 | $1,910-36.3% | $4,951-75.4% | $2,506-51.4% |
| Participant deferral / active EE | $3,445 | $2,646+30.2% | $5,637-38.9% | $4,310-20.1% |
| Admin fee / account holder | $77 | $154-50.1% | $14,673-99.5% | $188-59.2% |