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 | $33,500 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,236 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,660 | $56,485-65.2% | $185,823-89.4% | $86,799-77.3% |
| Participation rate | 90.3% | 65.5%+24.8pp | 81.7%+8.6pp | 72.3%+18.0pp |
| Annual return | 13.62% | 118.04%-104.4pp | 122.05%-108.4pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,072 | $1,843-41.9% | $5,167-79.3% | $2,405-55.5% |
| Participant deferral / active EE | $2,379 | $2,553-6.8% | $5,568-57.3% | $4,131-42.4% |
| Admin fee / account holder | $187 | $150+25.0% | $16,237-98.8% | $170+10.3% |