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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 200 VESEY STREET · NEW YORK, NY 10281 | Advisory (Plan) | $15,273 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $12,072 |
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 | $45,662 | $130,194-64.9% | $169,993-73.1% | $71,457-36.1% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.0%+10.6pp | 67.9%+29.7pp |
| Annual return | 15.80% | 20.37%-4.6pp | 53.37%-37.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,771 | $4,381-59.6% | $6,785-73.9% | $2,588-31.6% |
| Participant deferral / active EE | $5,495 | $6,923-20.6% | $10,408-47.2% | $4,289+28.1% |
| Admin fee / account holder | $184 | $966-81.0% | $12,815-98.6% | $1,587-88.4% |