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 LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,669 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,142 | $65,376+27.2% | $87,100-4.5% | $65,185+27.5% |
| Participation rate | 96.1% | 75.3%+20.7pp | 76.9%+19.2pp | 70.2%+25.9pp |
| Annual return | 22.83% | 31.27%-8.4pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,431 | $1,822+33.4% | $2,521-3.6% | $2,177+11.7% |
| Participant deferral / active EE | $8,002 | $3,388+136.1% | $4,049+97.6% | $3,514+127.7% |
| Admin fee / account holder | $145 | $520-72.1% | $7,497-98.1% | $847-82.9% |