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 | $18,232 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $8,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,063 | $155,795-85.2% | $136,294-83.1% | $69,631-66.9% |
| Participation rate | 27.5% | 75.2%-47.8pp | 81.9%-54.5pp | 70.7%-43.2pp |
| Annual return | 64.17% | 232464.33%-232400.2pp | 5155.94%-5091.8pp | 27571.02%-27506.9pp |
| Employer contribution / active EE | $329 | $2,991-89.0% | $4,695-93.0% | $2,032-83.8% |
| Participant deferral / active EE | $2,809 | $5,394-47.9% | $6,247-55.0% | $3,224-12.9% |
| Admin fee / account holder | $156 | $128+21.5% | $9,243-98.3% | $110+41.1% |