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 3-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 | $59,799 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $24,931 |
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 | $91,512 | $89,808+1.9% | $100,383-8.8% | $77,671+17.8% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 16.67% | 20.62%-3.9pp | 49.26%-32.6pp | 31.21%-14.5pp |
| Employer contribution / active EE | $4,926 | $3,039+62.1% | $3,944+24.9% | $2,726+80.7% |
| Participant deferral / active EE | $10,180 | $8,284+22.9% | $8,086+25.9% | $4,648+119.0% |
| Admin fee / account holder | $57 | $174-67.6% | $7,900-99.3% | $430-86.9% |