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 LLC4+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $20,729 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,637 |
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 | $68,564 | $66,302+3.4% | $110,238-37.8% | $56,287+21.8% |
| Participation rate | 73.6% | 74.9%-1.3pp | 79.8%-6.2pp | 69.9%+3.8pp |
| Annual return | -5.70% | -1.18%-4.5pp | 314.74%-320.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $723 | $2,047-64.7% | $3,826-81.1% | $2,111-65.7% |
| Participant deferral / active EE | $3,789 | $3,381+12.0% | $4,672-18.9% | $3,350+13.1% |
| Admin fee / account holder | $21 | $698-96.9% | $8,547-99.7% | $521-95.9% |