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 |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $40,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,935 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $75,262 | $85,135-11.6% | $98,907-23.9% | $73,409+2.5% |
| Participation rate | 97.7% | 81.1%+16.6pp | 76.0%+21.7pp | 72.2%+25.6pp |
| Annual return | 13.14% | 19.14%-6.0pp | 196.43%-183.3pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,745 | $2,721-35.9% | $2,689-35.1% | $2,234-21.9% |
| Participant deferral / active EE | $4,033 | $4,349-7.3% | $4,244-5.0% | $3,805+6.0% |
| Admin fee / account holder | $63 | $139-54.7% | $6,642-99.1% | $158-60.0% |