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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,930 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISIONS AACTG · MINNEAPOLIS, MN 55402 | Other Commissions | $17,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,491 | $59,186+3.9% | $76,768-19.9% | $56,287+9.2% |
| Participation rate | 51.4% | 75.2%-23.9pp | 77.0%-25.6pp | 69.9%-18.5pp |
| Annual return | -5.18% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,248 | $1,759-29.0% | $2,485-49.8% | $2,111-40.9% |
| Participant deferral / active EE | $1,870 | $3,255-42.5% | $3,852-51.4% | $3,350-44.2% |
| Admin fee / account holder | $354 | $489-27.6% | $6,675-94.7% | $521-32.0% |