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 8-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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $17,300 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,901 | $106,028-63.3% | $146,958-73.5% | $77,643-49.9% |
| Participation rate | 72.9% | 78.4%-5.4pp | 82.2%-9.2pp | 70.6%+2.4pp |
| Annual return | 17.05% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,730 | $4,063-57.4% | $4,933-64.9% | $2,726-36.5% |
| Participant deferral / active EE | $5,037 | $7,990-37.0% | $8,070-37.6% | $4,647+8.4% |
| Admin fee / account holder | $71 | $337-78.9% | $12,998-99.5% | $430-83.4% |