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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,870 |
MMA SECURITIES LLC3+ years Service code 16 · EIN 22-3570392 | Consulting | $32,500 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,128 | $92,971+4.5% | $96,683+0.5% | $74,419+30.5% |
| Participation rate | 98.0% | 71.5%+26.5pp | 74.3%+23.7pp | 70.7%+27.3pp |
| Annual return | 18.75% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,916 | $3,426+43.5% | $3,737+31.6% | $2,637+86.4% |
| Participant deferral / active EE | $10,062 | $3,970+153.4% | $4,878+106.3% | $4,528+122.2% |
| Admin fee / account holder | $214 | $633-66.2% | $6,730-96.8% | $348-38.5% |