Filed April 22, 2021
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.
See the 10-year trajectory with Solo.
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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 06-1377177 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Other Commissions | $13,128 |
PINNACLE PENSION SERVICES2 years Service code 49 | Other Services | $2,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,074 | $54,590+0.9% | $81,930-32.8% | $73,488-25.1% |
| Participation rate | 33.6% | 68.3%-34.7pp | 72.0%-38.3pp | 70.7%-37.0pp |
| Annual return | 17.49% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,099 | $1,636-32.8% | $4,310-74.5% | $2,270-51.6% |
| Participant deferral / active EE | $1,810 | $2,759-34.4% | $7,107-74.5% | $3,740-51.6% |
| Admin fee / account holder | $196 | $592-66.9% | $5,158-96.2% | $513-61.8% |