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 GLOBAL ASSET MANAGEMENT11+ years Filed as: CITY NATIONAL BANK Service code 21 · EIN 55-0399323 | Bank Trustee | $35,000 |
Service code 21 · EIN 42-0127290 | Bank Trustee | $8,830 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 9.67% | -2.79%+12.5pp | 0.78%+8.9pp | 15.19%-5.5pp |
| Employer contribution / active EE | $8,739 | $41,855-79.1% | $32,909-73.4% | $34,877-74.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $156-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |