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 LLC2 years Filed as: MMC SECURITIES Service code 27 1225 17TH STREET · DENVER, CO 802025854 | Advisory (Plan) | $101,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,898 |
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 | $75,396 | $74,552+1.1% | $62,995+19.7% | $69,631+8.3% |
| Participation rate | 97.1% | 78.3%+18.8pp | 74.8%+22.3pp | 70.7%+26.4pp |
| Annual return | 17.33% | 15.77%+1.6pp | 87.57%-70.2pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,785 | $2,929-39.1% | $2,759-35.3% | $2,032-12.1% |
| Participant deferral / active EE | $5,397 | $2,974+81.5% | $3,329+62.1% | $3,224+67.4% |
| Admin fee / account holder | $102 | $59+72.5% | $3,600-97.2% | $110-7.2% |