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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,707 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,236 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,498 | $84,936-68.8% | $111,297-76.2% | $79,386-66.6% |
| Participation rate | 59.6% | 75.9%-16.2pp | 77.3%-17.7pp | 70.7%-11.1pp |
| Annual return | 11.27% | 17.45%-6.2pp | 54.65%-43.4pp | 116.85%-105.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,596 | $3,888-58.9% | $4,487-64.4% | $4,046-60.5% |
| Admin fee / account holder | $125 | $537-76.7% | $7,964-98.4% | $626-80.1% |