Filed October 7, 2022
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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $14,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,169 | $55,449+1.3% | $83,848-33.0% | $56,287-0.2% |
| Participation rate | 88.3% | 68.0%+20.3pp | 76.1%+12.1pp | 69.9%+18.4pp |
| Annual return | -6.61% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,225 | $2,430-8.5% | $3,631-38.7% | $2,111+5.4% |
| Participant deferral / active EE | $3,757 | $2,935+28.0% | $4,082-8.0% | $3,350+12.1% |
| Admin fee / account holder | $11 | $656-98.3% | $5,478-99.8% | $521-97.9% |