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 3-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,077 |
MMA SECURITIES LLC3+ years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $34,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,227 | $50,815+6.7% | $155,509-65.1% | $77,643-30.2% |
| Participation rate | 73.7% | 63.1%+10.6pp | 78.2%-4.5pp | 70.6%+3.1pp |
| Annual return | 15.37% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,613 | $1,993+31.1% | $4,672-44.1% | $2,726-4.1% |
| Participant deferral / active EE | $5,009 | $2,822+77.5% | $5,626-11.0% | $4,647+7.8% |
| Admin fee / account holder | $155 | $437-64.6% | $15,912-99.0% | $430-64.1% |