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 LLC3+ years Filed as: MMC SECURITIES CORPORATION Service code 16 · EIN 06-1685865 | Consulting | $42,750 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,968 |
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 | $81,272 | $75,284+8.0% | $91,001-10.7% | $69,631+16.7% |
| Participation rate | 85.2% | 80.4%+4.8pp | 75.6%+9.6pp | 70.7%+14.5pp |
| Annual return | 15.68% | 48.40%-32.7pp | 4.60%+11.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,812 | $2,473-26.7% | $2,456-26.2% | $2,032-10.8% |
| Participant deferral / active EE | $3,491 | $3,700-5.6% | $3,547-1.6% | $3,224+8.3% |
| Admin fee / account holder | $154 | $111+39.5% | $5,417-97.2% | $110+39.7% |