See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $34,549 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,905 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $170,768 | $109,359+56.2% | $162,163+5.3% | $72,985+134.0% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 26.38% | 25.46%+0.9pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,013 | $3,907-74.1% | $5,614-82.0% | $2,440-58.5% |
| Participant deferral / active EE | $5,144 | $5,481-6.1% | $7,298-29.5% | $3,607+42.6% |
| Admin fee / account holder | $32 | $7,972-99.6% | $10,843-99.7% | $5,124-99.4% |