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 Service code 33 P.O. BOX 9496 · NEW YORK, NY 100874496 | Securities brokerage | $13,904 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 33 · EIN 04-3046611 | Securities brokerage | $12,898 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,416 |
TRINITY PENSION GROUP, LLC4 years Service code 13 · EIN 20-0235252 | Contract Administrator | $1,800 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,969 | $61,272+154.6% | $149,673+4.2% | $71,457+118.3% |
| Participation rate | 86.3% | 62.5%+23.8pp | 78.8%+7.6pp | 67.9%+18.4pp |
| Annual return | 17.49% | 35.85%-18.4pp | 134.42%-116.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $7,524 | $2,378+216.3% | $4,818+56.2% | $2,588+190.8% |
| Participant deferral / active EE | $5,324 | $2,917+82.5% | $5,680-6.3% | $4,289+24.1% |
| Admin fee / account holder | $286 | $1,261-77.3% | $13,210-97.8% | $1,587-82.0% |