Filed September 18, 2024 (most recent of 2 filings on file)
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 35-0145825 | Recordkeeping | $140,562 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $44,750 |
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 | $152,396 | $75,388+102.1% | $123,544+23.4% | $55,725+173.5% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.3%+12.6pp | 70.9%+24.0pp |
| Annual return | -5.11% | 4.48%-9.6pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $6,814 | $3,063+122.4% | $4,628+47.2% | $2,078+227.9% |
| Participant deferral / active EE | $9,636 | $5,651+70.5% | $6,426+50.0% | $3,356+187.2% |
| Admin fee / account holder | $96 | $120-20.2% | $9,284-99.0% | $115-17.1% |