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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $79,518 |
MMA SECURITIES LLC3 years Service code 10 · EIN 22-3570392 | Accounting | $65,000 |
BPM LLP3 years Service code 10 · EIN 81-4234542 | Accounting | $36,915 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,446 | $72,254+65.3% | $86,677+37.8% | $64,808+84.3% |
| Participation rate | 95.4% | 80.4%+14.9pp | 76.6%+18.8pp | 71.5%+23.9pp |
| Annual return | -14.90% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,751 | $2,393+15.0% | $2,836-3.0% | $2,506+9.8% |
| Participant deferral / active EE | $8,479 | $4,658+82.0% | $4,656+82.1% | $4,310+96.7% |
| Admin fee / account holder | $208 | $174+19.5% | $7,493-97.2% | $188+10.7% |