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 LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,658 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $215 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $169 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,714 | $66,310-80.8% | $93,606-86.4% | $65,185-80.5% |
| Participation rate | 81.6% | 74.0%+7.6pp | 75.8%+5.7pp | 70.2%+11.4pp |
| Annual return | 21.80% | 42.58%-20.8pp | 32.76%-11.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $230 | $2,012-88.5% | $2,718-91.5% | $2,177-89.4% |
| Participant deferral / active EE | $1,977 | $3,342-40.9% | $4,069-51.4% | $3,514-43.7% |
| Admin fee / account holder | $51 | $6,897-99.3% | $7,888-99.4% | $847-94.0% |