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 | $14,457 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 200 VESEY STREET · NEW YORK, NY 10281 | Advisory (Plan) | $12,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,886 | $122,239-60.0% | $184,203-73.5% | $74,495-34.4% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 12.71% | 19.95%-7.2pp | 28.81%-16.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,829 | $4,537-59.7% | $6,427-71.5% | $2,623-30.3% |
| Participant deferral / active EE | $6,266 | $7,139-12.2% | $9,131-31.4% | $4,346+44.2% |
| Admin fee / account holder | $183 | $1,260-85.5% | $13,901-98.7% | $1,942-90.6% |