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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $24,080 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $18,859 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 37 101 PARK AVE FLOOR 12 · NEW YORK, NY 10178 | Loan Processing | $12,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,709 | $47,126-66.7% | $149,673-89.5% | $74,419-78.9% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 17.29% | 22.75%-5.5pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,839 | $1,905-3.5% | $4,818-61.8% | $2,637-30.3% |
| Participant deferral / active EE | $2,998 | $2,728+9.9% | $5,680-47.2% | $4,528-33.8% |
| Admin fee / account holder | $57 | $343-83.5% | $13,210-99.6% | $348-83.7% |