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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 6301 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Advisory (Participants) | $37,443 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $9,880 |
PENSION ASSURANCE LLP6+ 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... | $4,600 |
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 | $46,463 | $91,517-49.2% | $101,248-54.1% | $73,409-36.7% |
| Participation rate | 95.5% | 73.8%+21.7pp | 75.8%+19.7pp | 72.2%+23.3pp |
| Annual return | 17.86% | 17.17%+0.7pp | 46.47%-28.6pp | 59.29%-41.4pp |
| Employer contribution / active EE | $8,332 | $2,877+189.6% | $3,660+127.7% | $2,234+273.0% |
| Participant deferral / active EE | $2,740 | $3,338-17.9% | $4,370-37.3% | $3,805-28.0% |
| Admin fee / account holder | $275 | $216+27.5% | $5,945-95.4% | $158+74.3% |