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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 6301 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Advisory (Participants) | $33,695 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $8,794 |
PENSION ASSURANCE LLP5+ 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... | $6,500 |
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 | $48,216 | $63,114-23.6% | $92,893-48.1% | $65,185-26.0% |
| Participation rate | 95.3% | 68.8%+26.5pp | 76.0%+19.3pp | 70.2%+25.1pp |
| Annual return | 19.86% | 28.75%-8.9pp | 109.41%-89.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $6,733 | $2,571+161.9% | $3,653+84.3% | $2,177+209.3% |
| Participant deferral / active EE | $2,623 | $3,108-15.6% | $4,236-38.1% | $3,514-25.4% |
| Admin fee / account holder | $286 | $624-54.1% | $5,794-95.1% | $847-66.2% |