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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,881 |
MMA SECURITIES LLC5 years Service code 22 · EIN 22-3570392 | Insurance Broker | $65,001 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,200 | $79,171+102.3% | $102,423+56.4% | $74,495+115.0% |
| Participation rate | 74.1% | 74.8%-0.7pp | 76.5%-2.4pp | 67.2%+6.9pp |
| Annual return | 12.20% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,848 | $2,362+62.9% | $3,023+27.3% | $2,623+46.7% |
| Participant deferral / active EE | $10,219 | $4,415+131.5% | $5,053+102.2% | $4,346+135.2% |
| Admin fee / account holder | $240 | $2,001-88.0% | $9,451-97.5% | $1,942-87.6% |