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 4-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 | $138,094 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $46,875 |
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 | $103,953 | $108,719-4.4% | $101,326+2.6% | $85,563+21.5% |
| Participation rate | 98.6% | 80.9%+17.7pp | 81.5%+17.1pp | 66.0%+32.6pp |
| Annual return | 17.89% | 20.95%-3.1pp | 36.82%-18.9pp | 31.51%-13.6pp |
| Employer contribution / active EE | $5,582 | $3,114+79.3% | $3,665+52.3% | $2,654+110.4% |
| Participant deferral / active EE | $12,200 | $8,545+42.8% | $7,994+52.6% | $4,375+178.9% |
| Admin fee / account holder | $126 | $685-81.6% | $11,185-98.9% | $834-84.9% |