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 LLC6+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $23,588 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,387 |
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 | $78,697 | $81,474-3.4% | $133,956-41.3% | $73,488+7.1% |
| Participation rate | 80.3% | 76.4%+4.0pp | 79.8%+0.5pp | 70.7%+9.7pp |
| Annual return | 21.31% | 19.40%+1.9pp | 45.09%-23.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $766 | $2,209-65.3% | $3,919-80.5% | $2,270-66.3% |
| Participant deferral / active EE | $4,185 | $3,786+10.5% | $5,048-17.1% | $3,740+11.9% |
| Admin fee / account holder | $48 | $713-93.3% | $8,927-99.5% | $513-90.7% |