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 LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,041 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,509 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,771 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,475 | $100,801-46.0% | $149,696-63.6% | $73,409-25.8% |
| Participation rate | 43.2% | 77.7%-34.5pp | 82.5%-39.3pp | 72.2%-29.0pp |
| Annual return | 15.67% | 265.34%-249.7pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $860 | $3,312-74.0% | $4,644-81.5% | $2,234-61.5% |
| Participant deferral / active EE | $2,468 | $6,404-61.5% | $6,842-63.9% | $3,805-35.1% |
| Admin fee / account holder | $114 | $181-37.1% | $9,309-98.8% | $158-28.0% |