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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,453 |
MMA SECURITIES LLC5+ years Service code 16 · EIN 22-3570392 | Consulting | $32,500 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,189 | $95,880+6.6% | $107,525-5.0% | $85,563+19.4% |
| Participation rate | 96.7% | 70.1%+26.6pp | 75.1%+21.7pp | 66.0%+30.8pp |
| Annual return | 17.80% | 68.06%-50.3pp | 181.32%-163.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $5,107 | $3,812+34.0% | $3,754+36.1% | $2,654+92.5% |
| Participant deferral / active EE | $9,903 | $4,201+135.7% | $5,116+93.6% | $4,375+126.3% |
| Admin fee / account holder | $207 | $1,025-79.8% | $8,919-97.7% | $834-75.2% |