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 55 | Other Commissions | $6,359 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,534 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,156 |
Service code 13 202 MONTROSE WEST AVENUE · COPLEY, OH 44321 | Contract Administrator | $990 |
Filed as: MONEY CONCEPTS CAPITAL CORP. Service code 55 11440 N JOG RD · PALM BEACH GARDENS, FL 33418 | Other Commissions | $0 |
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 | $91,108 | $60,165+51.4% | $74,183+22.8% | $55,167+65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.80% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $3,158 | $1,600+97.4% | $2,370+33.2% | $1,963+60.9% |
| Participant deferral / active EE | $5,064 | $2,973+70.4% | $3,550+42.7% | $3,054+65.8% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |