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 9-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 |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 55 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Other Commissions | $30,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $338 |
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 | $54,211 | $57,108-5.1% | $94,224-42.5% | $52,331+3.6% |
| Participation rate | 74.2% | 72.9%+1.2pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 0.59% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $624 | $1,735-64.1% | $3,587-82.6% | $1,882-66.9% |
| Participant deferral / active EE | $2,780 | $3,040-8.6% | $4,320-35.7% | $3,022-8.0% |
| Admin fee / account holder | $15 | $546-97.3% | $6,269-99.8% | $592-97.5% |