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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,774 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $21,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,586 | $85,135+0.5% | $98,907-13.5% | $73,409+16.6% |
| Participation rate | 90.3% | 81.1%+9.2pp | 76.0%+14.3pp | 72.2%+18.1pp |
| Annual return | 13.27% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,252 | $2,721-17.2% | $2,689-16.3% | $2,234+0.8% |
| Participant deferral / active EE | $4,628 | $4,349+6.4% | $4,244+9.1% | $3,805+21.6% |
| Admin fee / account holder | $105 | $139-24.8% | $6,642-98.4% | $158-33.7% |