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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $79,705 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,939 |
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 | $196,387 | $100,801+94.8% | $149,696+31.2% | $73,409+167.5% |
| Participation rate | 99.0% | 77.7%+21.4pp | 82.5%+16.6pp | 72.2%+26.9pp |
| Annual return | 16.73% | 265.34%-248.6pp | 276.60%-259.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $7,386 | $3,312+123.0% | $4,644+59.0% | $2,234+230.7% |
| Participant deferral / active EE | $9,388 | $6,404+46.6% | $6,842+37.2% | $3,805+146.7% |
| Admin fee / account holder | $255 | $181+41.3% | $9,309-97.3% | $158+61.8% |