Filed January 8, 2021
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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,728 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 200 VESEY STREET · NEW YORK, NY 10281 | Advisory (Plan) | $14,307 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,855 | $121,341-63.9% | $189,513-76.9% | $79,386-44.8% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 16.79% | 21.08%-4.3pp | 555.15%-538.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,664 | $3,915-57.5% | $6,162-73.0% | $2,427-31.5% |
| Participant deferral / active EE | $5,388 | $6,395-15.7% | $8,221-34.5% | $4,046+33.2% |
| Admin fee / account holder | $204 | $651-68.6% | $12,045-98.3% | $626-67.4% |