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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $14,298 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
PREMIER PLAN CONSULTANTS1+ years Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $107 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $1 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,458 | $104,475-45.0% | $159,436-64.0% | $79,386-27.6% |
| Participation rate | 93.7% | 76.6%+17.1pp | 82.8%+10.9pp | 70.7%+23.0pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $4,006 | $3,417+17.3% | $4,829-17.0% | $2,427+65.0% |
| Participant deferral / active EE | $8,674 | $6,467+34.1% | $7,352+18.0% | $4,046+114.4% |
| Admin fee / account holder | $126 | $711-82.3% | $10,799-98.8% | $626-79.9% |