See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,509 |
MMA SECURITIES LLC1+ years Service code 16 · EIN 22-3570392 | Consulting | $32,500 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,109 | $77,660+53.4% | $109,143+9.1% | $79,386+50.0% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.1pp | 70.7%+26.2pp |
| Annual return | 37.30% | 23.44%+13.9pp | 25.75%+11.5pp | 116.85%-79.6pp |
| Employer contribution / active EE | $3,134 | $2,797+12.0% | $3,722-15.8% | $2,427+29.1% |
| Participant deferral / active EE | $9,984 | $3,518+183.8% | $4,653+114.6% | $4,046+146.8% |
| Admin fee / account holder | $255 | $732-65.2% | $6,752-96.2% | $626-59.3% |