See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,799 |
Filed as: MML INVESTOR SVCS Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $26,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,661 | $101,317-39.1% | $146,958-58.0% | $74,495-17.2% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.4pp | 67.2%+7.5pp |
| Annual return | 13.67% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,910 | $3,810-23.6% | $4,933-41.0% | $2,623+10.9% |
| Participant deferral / active EE | $6,473 | $7,303-11.4% | $8,070-19.8% | $4,346+48.9% |
| Admin fee / account holder | $195 | $1,739-88.8% | $12,998-98.5% | $1,942-89.9% |