Filed January 17, 2024 (most recent of 3 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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $22,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,357 |
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 | $91,908 | $54,121+69.8% | $134,143-31.5% | $73,409+25.2% |
| Participation rate | 99.5% | 64.4%+35.2pp | 72.2%+27.4pp | 72.2%+27.4pp |
| Annual return | 14.39% | -312.52%+326.9pp | 36.33%-21.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $4,505 | $1,402+221.3% | $3,704+21.6% | $2,234+101.7% |
| Participant deferral / active EE | $4,269 | $2,844+50.1% | $3,499+22.0% | $3,805+12.2% |
| Admin fee / account holder | $28 | $132-78.6% | $6,684-99.6% | $158-82.0% |