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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,397 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,807 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $226 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,096 | $72,492-54.3% | $87,100-62.0% | $72,985-54.7% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 14.31% | 24.46%-10.2pp | 28.19%-13.9pp | 81.00%-66.7pp |
| Employer contribution / active EE | $472 | $1,894-75.1% | $2,521-81.3% | $2,440-80.7% |
| Participant deferral / active EE | $2,888 | $3,270-11.7% | $4,049-28.7% | $3,607-19.9% |
| Admin fee / account holder | $229 | $5,055-95.5% | $7,497-96.9% | $5,124-95.5% |