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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,474 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $5,541 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,202 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,780 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $367 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $229 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,751 | $70,428-70.5% | $96,562-78.5% | $85,850-75.8% |
| Participation rate | 97.9% | 61.8%+36.1pp | 69.8%+28.1pp | 69.3%+28.6pp |
| Annual return | 19.90% | 18.59%+1.3pp | 37.78%-17.9pp | 318.53%-298.6pp |
| Employer contribution / active EE | $2,991 | $1,413+111.7% | $2,356+26.9% | $2,565+16.6% |
| Participant deferral / active EE | $5,001 | $2,894+72.8% | $3,849+29.9% | $3,952+26.6% |
| Admin fee / account holder | $134 | $4,997-97.3% | $6,181-97.8% | $6,260-97.9% |