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 Filed as: MMA SECURITIES Service code 27 P.O. BOX 9497 · NEW YORK, NC 10087 | Advisory (Plan) | $24,906 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,299 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $66,612 | $99,957-33.4% | $149,696-55.5% | $73,488-9.4% |
| Participation rate | 95.7% | 75.7%+20.0pp | 82.5%+13.2pp | 70.7%+25.0pp |
| Annual return | 15.64% | 53.87%-38.2pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $987 | $3,191-69.1% | $4,644-78.7% | $2,270-56.5% |
| Participant deferral / active EE | $4,152 | $6,073-31.6% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $58 | $551-89.5% | $9,309-99.4% | $513-88.7% |