Filed July 27, 2018
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 7-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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-1526584 | Recordkeeping | $48,761 |
RBC WEALTH MANAGEMENT6 years Service code 18 · EIN 41-1416330 | Trustee (bank, trust company, or simi... | $9,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,908 | $88,890+65.3% | $102,423+43.4% | $77,643+89.2% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 15.40% | 24.98%-9.6pp | 29.32%-13.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,821 | $2,698+41.6% | $3,023+26.4% | $2,726+40.2% |
| Participant deferral / active EE | $7,789 | $5,145+51.4% | $5,053+54.1% | $4,647+67.6% |
| Admin fee / account holder | $131 | $235-44.3% | $9,451-98.6% | $430-69.6% |