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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,929 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,052 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,500 |
BPM LLP4 years Service code 99 · EIN 81-4234542 | Other Fees | $5,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,616 | $99,078+41.9% | $96,544+45.7% | $74,419+89.0% |
| Participation rate | 95.1% | 80.7%+14.4pp | 76.0%+19.1pp | 70.7%+24.4pp |
| Annual return | 16.75% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $4,263 | $2,570+65.9% | $2,965+43.8% | $2,637+61.6% |
| Participant deferral / active EE | $11,860 | $4,933+140.4% | $4,851+144.5% | $4,528+161.9% |
| Admin fee / account holder | $159 | $225-29.3% | $8,252-98.1% | $348-54.3% |