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 LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $64,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,583 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,351 | $56,152-37.0% | $185,823-81.0% | $73,409-51.8% |
| Participation rate | 48.5% | 67.6%-19.1pp | 78.0%-29.6pp | 72.2%-23.7pp |
| Annual return | 11.69% | 17.59%-5.9pp | 35.95%-24.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,398 | $1,532-8.7% | $4,087-65.8% | $2,234-37.4% |
| Participant deferral / active EE | $2,955 | $3,659-19.3% | $5,632-47.5% | $3,805-22.4% |
| Admin fee / account holder | $120 | $132-9.0% | $9,500-98.7% | $158-23.9% |