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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,781 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $36,524 |
Filed as: JCCS PC DBA JCCS BENEFIT CONSULTING Service code 13 | Contract Administrator | $7,712 |
Filed as: JCCS, PC DBA JCCS BENEFIT Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 59405 | Contract Administrator | $3,300 |
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 | $44,920 | $63,114-28.8% | $92,893-51.6% | $65,185-31.1% |
| Participation rate | 95.6% | 68.8%+26.8pp | 76.0%+19.6pp | 70.2%+25.4pp |
| Annual return | 21.00% | 28.75%-7.8pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $4,835 | $2,571+88.1% | $3,653+32.4% | $2,177+122.1% |
| Participant deferral / active EE | $3,003 | $3,108-3.4% | $4,236-29.1% | $3,514-14.5% |
| Admin fee / account holder | $30 | $624-95.3% | $5,794-99.5% | $847-96.5% |