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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,302 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,056 | $58,726+21.0% | $92,233-23.0% | $62,292+14.1% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 16.00% | 43.62%-27.6pp | 176.28%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,878 | $2,392-21.5% | $3,679-49.0% | $2,042-8.0% |
| Participant deferral / active EE | $4,733 | $2,766+71.1% | $3,897+21.5% | $3,169+49.4% |
| Admin fee / account holder | $134 | $556-76.0% | $5,194-97.4% | $479-72.1% |