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 | $121,125 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $97,574 |
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 | $185,129 | $88,122+110.1% | $141,162+31.1% | $67,579+173.9% |
| Participation rate | 96.6% | 76.5%+20.2pp | 82.5%+14.2pp | 71.3%+25.3pp |
| Annual return | 21.50% | 75.40%-53.9pp | 71.39%-49.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $6,916 | $3,224+114.5% | $4,735+46.1% | $2,148+222.0% |
| Participant deferral / active EE | $9,717 | $5,958+63.1% | $6,709+44.8% | $3,539+174.6% |
| Admin fee / account holder | $201 | $131+53.2% | $10,261-98.0% | $142+41.0% |