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 | $23,899 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,132 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $438 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,975 | $52,293-71.4% | $178,490-91.6% | $73,409-79.6% |
| Participation rate | 89.7% | 65.3%+24.4pp | 81.9%+7.8pp | 72.2%+17.5pp |
| Annual return | 16.79% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $807 | $1,735-53.5% | $5,011-83.9% | $2,234-63.9% |
| Participant deferral / active EE | $1,775 | $2,332-23.9% | $5,202-65.9% | $3,805-53.4% |
| Admin fee / account holder | $121 | $127-4.9% | $13,984-99.1% | $158-23.3% |