Filed November 30, 2015
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 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $31,998 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,614 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,552 | $59,417+353.7% | $93,606+188.0% | $74,495+261.8% |
| Participation rate | 99.4% | 59.7%+39.7pp | 68.7%+30.7pp | 67.2%+32.2pp |
| Annual return | 17.59% | 81.83%-64.2pp | 133.20%-115.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,192 | $1,264+231.7% | $2,420+73.2% | $2,623+59.8% |
| Participant deferral / active EE | $7,573 | $3,050+148.3% | $4,411+71.7% | $4,346+74.3% |
| Admin fee / account holder | $136 | $3,021-95.5% | $8,285-98.4% | $1,942-93.0% |