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 5-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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,050 |
MMA SECURITIES LLC2+ years Service code 16 · EIN 22-3570392 | Consulting | $32,500 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,277 | $64,119+36.1% | $112,228-22.2% | $66,914+30.4% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.0pp |
| Annual return | -13.86% | -13.81%0pp | 27.45%-41.3pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,001 | $3,005-0.1% | $3,635-17.4% | $2,544+18.0% |
| Participant deferral / active EE | $9,447 | $3,693+155.8% | $4,728+99.8% | $4,237+123.0% |
| Admin fee / account holder | $221 | $625-64.7% | $6,410-96.6% | $593-62.7% |