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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 6301 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Advisory (Participants) | $36,691 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $10,412 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87111 | Contract Administrator; Claims proces... | $9,400 |
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 | $44,064 | $55,449-20.5% | $83,848-47.4% | $56,287-21.7% |
| Participation rate | 93.0% | 68.0%+24.9pp | 76.1%+16.8pp | 69.9%+23.1pp |
| Annual return | -5.91% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $8,587 | $2,430+253.3% | $3,631+136.5% | $2,111+306.8% |
| Participant deferral / active EE | $2,975 | $2,935+1.3% | $4,082-27.1% | $3,350-11.2% |
| Admin fee / account holder | $72 | $656-89.1% | $5,478-98.7% | $521-86.3% |