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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 3000 LAVA RIDGE CT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $2,610 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,002 |
MMA SECURITIES LLC1 year Filed as: JARDINE LLOYD THOMPSON INS SVCS,INC Service code 16 22 CENTURY HILL DT STE 102 · LATHAM, NY 12110 | Consulting | $1,889 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,484 | $70,908-50.0% | $98,907-64.1% | $73,488-51.7% |
| Participation rate | 33.1% | 73.8%-40.6pp | 76.0%-42.9pp | 70.7%-37.6pp |
| Annual return | 13.48% | 34.17%-20.7pp | 196.43%-183.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,380 | $3,500-60.6% | $4,244-67.5% | $3,740-63.1% |
| Admin fee / account holder | $105 | $535-80.4% | $6,642-98.4% | $513-79.6% |