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 MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $30,241 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,078 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $7,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,019 | $47,126-55.4% | $149,673-86.0% | $74,419-71.8% |
| Participation rate | 74.8% | 63.4%+11.4pp | 78.8%-3.9pp | 70.7%+4.1pp |
| Annual return | 15.72% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,195 | $1,905-37.3% | $4,818-75.2% | $2,637-54.7% |
| Participant deferral / active EE | $3,567 | $2,728+30.8% | $5,680-37.2% | $4,528-21.2% |
| Admin fee / account holder | $27 | $343-92.0% | $13,210-99.8% | $348-92.1% |