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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $31,781 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,085 | $101,317-47.6% | $146,958-63.9% | $74,495-28.7% |
| Participation rate | 51.9% | 75.5%-23.6pp | 82.2%-30.2pp | 67.2%-15.3pp |
| Annual return | 18.68% | 8730.91%-8712.2pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $2,486 | $3,810-34.8% | $4,933-49.6% | $2,623-5.2% |
| Participant deferral / active EE | $6,671 | $7,303-8.7% | $8,070-17.3% | $4,346+53.5% |
| Admin fee / account holder | $212 | $1,739-87.8% | $12,998-98.4% | $1,942-89.1% |