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 LLC3+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $19,379 |
Service code 27 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Advisory (Plan) | $7,088 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,100 |
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 | $71,284 | $71,192+0.1% | $117,854-39.5% | $62,292+14.4% |
| Participation rate | 72.6% | 74.2%-1.6pp | 79.7%-7.1pp | 69.5%+3.1pp |
| Annual return | 22.60% | 18.66%+3.9pp | 335.08%-312.5pp | 28.90%-6.3pp |
| Employer contribution / active EE | $720 | $1,934-62.8% | $3,786-81.0% | $2,042-64.7% |
| Participant deferral / active EE | $3,508 | $3,189+10.0% | $4,482-21.7% | $3,169+10.7% |
| Admin fee / account holder | $38 | $587-93.5% | $8,020-99.5% | $479-92.0% |