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 | $42,468 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,543 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,274 | $73,102-36.7% | $123,544-62.5% | $56,287-17.8% |
| Participation rate | 80.9% | 74.3%+6.6pp | 82.3%-1.4pp | 69.9%+11.0pp |
| Annual return | -6.55% | 3.01%-9.6pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,573 | $2,977-47.2% | $4,628-66.0% | $2,111-25.5% |
| Participant deferral / active EE | $4,835 | $5,423-10.8% | $6,426-24.8% | $3,350+44.3% |
| Admin fee / account holder | $312 | $554-43.6% | $9,284-96.6% | $521-40.1% |