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 | $83,064 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $58,399 |
Filed as: JCCS PC Service code 13 | Contract Administrator | $10,000 |
Filed as: JCCS, PC Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 59405 | Contract Administrator | $2,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,644 | $77,660-23.2% | $109,143-45.4% | $79,386-24.9% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.4pp | 70.7%+28.6pp |
| Annual return | 13.37% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $8,108 | $2,797+189.8% | $3,722+117.8% | $2,427+234.0% |
| Participant deferral / active EE | $3,984 | $3,518+13.3% | $4,653-14.4% | $4,046-1.5% |
| Admin fee / account holder | $61 | $732-91.6% | $6,752-99.1% | $626-90.2% |