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 LLC1 year Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $42,750 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,058 |
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 | $83,674 | $74,347+12.5% | $93,606-10.6% | $67,579+23.8% |
| Participation rate | 88.5% | 80.6%+7.9pp | 75.8%+12.6pp | 71.3%+17.2pp |
| Annual return | 22.83% | 28.07%-5.2pp | 32.76%-9.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,033 | $2,583-21.3% | $2,718-25.2% | $2,148-5.3% |
| Participant deferral / active EE | $4,097 | $4,060+0.9% | $4,069+0.7% | $3,539+15.8% |
| Admin fee / account holder | $146 | $123+19.3% | $7,888-98.1% | $142+2.9% |