Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $5,883 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $953 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,770 | $69,383-77.3% | $101,275-84.4% | $73,497-78.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 1.86% | 18.46%-16.6pp | 46.48%-44.6pp | 28.51%-26.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,304 | $3,301-60.5% | $4,371-70.2% | $3,740-65.1% |
| Admin fee / account holder | $22 | $704-96.9% | $5,948-99.6% | $513-95.7% |