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 | $94,813 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $59,177 |
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 | $4,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,903 | $64,119-9.7% | $112,228-48.4% | $66,914-13.5% |
| Participation rate | 94.7% | 68.5%+26.2pp | 75.1%+19.6pp | 69.8%+24.9pp |
| Annual return | -13.35% | -13.81%+0.5pp | 27.45%-40.8pp | 1.58%-14.9pp |
| Employer contribution / active EE | $6,682 | $3,005+122.4% | $3,635+83.9% | $2,544+162.7% |
| Participant deferral / active EE | $3,903 | $3,693+5.7% | $4,728-17.4% | $4,237-7.9% |
| Admin fee / account holder | $100 | $625-84.0% | $6,410-98.4% | $593-83.1% |