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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,444 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $10,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,955 | $164,447-76.9% | $100,516-62.2% | - |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.6pp | - |
| Annual return | 19.87% | 24.40%-4.5pp | 30.89%-11.0pp | - |
| Employer contribution / active EE | $3,468 | $2,075+67.1% | $3,418+1.5% | - |
| Participant deferral / active EE | $9,172 | $7,296+25.7% | $6,270+46.3% | - |
| Admin fee / account holder | $172 | $1,510-88.6% | $8,081-97.9% | - |