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 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,385 |
MMA SECURITIES LLC3+ years Filed as: MARSH INSURANCE & INVESTMENTS CORP Service code 55 PO BOX 26945 · NEW YORK, NY 10087 | Other Commissions | $19,547 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,795 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $6,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,865 | $61,214-5.5% | $83,333-30.6% | $56,287+2.8% |
| Participation rate | 65.3% | 72.6%-7.3pp | 77.8%-12.5pp | 69.9%-4.6pp |
| Annual return | -2.23% | 0.42%-2.6pp | 10.63%-12.9pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,545 | $1,925-19.8% | $3,379-54.3% | $2,111-26.8% |
| Participant deferral / active EE | $4,194 | $5,091-17.6% | $5,565-24.6% | $3,350+25.2% |
| Admin fee / account holder | $285 | $512-44.2% | $7,510-96.2% | $521-45.3% |