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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,026 |
MMA SECURITIES LLC4+ years Service code 16 · EIN 22-3570392 | Consulting | $32,500 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,838 | $80,724+28.6% | $103,333+0.5% | $74,495+39.4% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | 15.63% | 27.56%-11.9pp | 24.88%-9.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $6,423 | $3,157+103.4% | $3,868+66.1% | $2,623+144.9% |
| Participant deferral / active EE | $12,969 | $3,860+236.0% | $5,057+156.4% | $4,346+198.4% |
| Admin fee / account holder | $234 | $2,368-90.1% | $8,355-97.2% | $1,942-88.0% |