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 10-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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,174 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,740 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $4,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,945 | $101,499-2.5% | $147,005-32.7% | $74,546+32.7% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 15.10% | 8732.34%-8717.2pp | 418.76%-403.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $6,089 | $3,811+59.8% | $4,934+23.4% | $2,624+132.0% |
| Participant deferral / active EE | $6,850 | $7,304-6.2% | $8,070-15.1% | $4,347+57.6% |
| Admin fee / account holder | $278 | $1,748-84.1% | $13,006-97.9% | $1,944-85.7% |