See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,060 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $18,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,005 | $58,879-59.2% | $178,490-86.6% | $73,488-67.3% |
| Participation rate | 87.2% | 66.2%+21.0pp | 81.9%+5.3pp | 70.7%+16.6pp |
| Annual return | 15.93% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,351 | $2,236-39.6% | $5,011-73.0% | $2,270-40.5% |
| Participant deferral / active EE | $1,949 | $2,567-24.1% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $196 | $400-51.1% | $13,984-98.6% | $513-61.8% |