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 LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,777 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,935 |
COMPASS3601 year Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $6,125 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,628 |
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LN · KINGSTON, NH 03848 | Other Fees | $825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,948 | $84,936-76.5% | $111,297-82.1% | $79,386-74.9% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 9.90% | 17.45%-7.6pp | 54.65%-44.7pp | 116.85%-107.0pp |
| Employer contribution / active EE | $584 | $1,979-70.5% | $2,731-78.6% | $2,427-75.9% |
| Participant deferral / active EE | $3,234 | $3,888-16.8% | $4,487-27.9% | $4,046-20.1% |
| Admin fee / account holder | $182 | $537-66.2% | $7,964-97.7% | $626-71.0% |