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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,608 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORPORATION Service code 16 · EIN 06-1685865 | Consulting | $7,125 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,416 | $74,024-3.5% | $77,999-8.4% | $57,658+23.9% |
| Participation rate | 84.4% | 79.7%+4.6pp | 75.5%+8.8pp | 70.2%+14.1pp |
| Annual return | 9.15% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,728 | $2,365-27.0% | $2,470-30.1% | $1,974-12.5% |
| Participant deferral / active EE | $3,310 | $3,533-6.3% | $3,497-5.3% | $3,061+8.1% |
| Admin fee / account holder | $78 | $93-16.5% | $5,480-98.6% | $95-17.7% |