See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $75,002 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570339 | Advisory (Plan) | $64,984 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,371 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,723 | $185,342-10.6% | $111,297+48.9% | $86,799+90.9% |
| Participation rate | 96.1% | 81.0%+15.2pp | 77.3%+18.8pp | 72.3%+23.8pp |
| Annual return | 11.78% | 500.80%-489.0pp | 54.65%-42.9pp | 97.91%-86.1pp |
| Employer contribution / active EE | $3,864 | $2,246+72.0% | $2,731+41.5% | $2,405+60.7% |
| Participant deferral / active EE | $11,498 | $4,458+157.9% | $4,487+156.2% | $4,131+178.3% |
| Admin fee / account holder | $195 | $255-23.8% | $7,964-97.6% | $170+14.8% |