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 LLC5+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $20,227 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,958 |
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 | $74,259 | $86,332-14.0% | $125,175-40.7% | $65,185+13.9% |
| Participation rate | 72.2% | 75.3%-3.1pp | 79.8%-7.6pp | 70.2%+2.0pp |
| Annual return | 23.21% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $714 | $2,040-65.0% | $3,865-81.5% | $2,177-67.2% |
| Participant deferral / active EE | $3,819 | $3,537+8.0% | $4,937-22.6% | $3,514+8.7% |
| Admin fee / account holder | $21 | $609-96.5% | $9,702-99.8% | $847-97.5% |