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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $149,660 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 26 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Advisory (Participants) | $45,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 1450 BRICKELL AVENUE 18TH FLOOR · MIAMI, FL 33131 | Accounting | $6,000 |
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 | $49,394 | $96,458-48.8% | $136,294-63.8% | $77,958-36.6% |
| Participation rate | 70.7% | 75.4%-4.7pp | 81.9%-11.2pp | 71.6%-0.9pp |
| Annual return | 24.46% | 23.78%+0.7pp | 5155.94%-5131.5pp | 20.87%+3.6pp |
| Employer contribution / active EE | $2,245 | $3,144-28.6% | $4,695-52.2% | $2,310-2.8% |
| Participant deferral / active EE | $6,429 | $5,902+8.9% | $6,247+2.9% | $3,537+81.8% |
| Admin fee / account holder | $183 | $80+127.3% | $9,243-98.0% | $97+87.8% |