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 LLC2+ years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $29,810 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,183 |
PREMIER PLAN CONSULTANTS2+ years Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $1,475 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,051 | $65,061-18.5% | $143,757-63.1% | $66,914-20.7% |
| Participation rate | 96.7% | 65.2%+31.5pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -12.32% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $4,310 | $2,361+82.6% | $4,951-12.9% | $2,544+69.4% |
| Participant deferral / active EE | $9,615 | $2,919+229.4% | $5,637+70.6% | $4,237+126.9% |
| Admin fee / account holder | $231 | $502-54.0% | $14,673-98.4% | $593-61.1% |