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 6-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 | $5,257 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $1,184 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $886 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $710 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $87 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,022 | $54,573-76.1% | $90,951-85.7% | $73,488-82.3% |
| Participation rate | 93.6% | 61.2%+32.5pp | 69.0%+24.6pp | 70.7%+23.0pp |
| Annual return | 64.93% | 16.69%+48.2pp | 134.60%-69.7pp | 28.51%+36.4pp |
| Employer contribution / active EE | $2,276 | $991+129.6% | $2,122+7.3% | $2,270+0.3% |
| Participant deferral / active EE | $4,369 | $2,517+73.6% | $3,373+29.5% | $3,740+16.8% |
| Admin fee / account holder | $69 | $521-86.7% | $5,959-98.8% | $513-86.5% |