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 |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 200 VESEY STREET · NEW YORK, NY 10281 | Advisory (Plan) | $13,524 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,812 | $102,553-64.1% | $151,611-75.7% | $66,914-45.0% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.8pp | 69.8%+28.5pp |
| Annual return | -15.25% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,880 | $4,180-55.0% | $6,166-69.5% | $2,544-26.1% |
| Participant deferral / active EE | $5,949 | $6,641-10.4% | $8,363-28.9% | $4,237+40.4% |
| Admin fee / account holder | $168 | $630-73.4% | $11,616-98.6% | $593-71.8% |