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 LLC2 years Service code 33 P.O. BOX 9496 · NEW YORK, NY 100874496 | Securities brokerage | $33,289 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,459 |
TRINITY PENSION GROUP, LLC5 years Service code 13 · EIN 20-0235252 | Contract Administrator | $2,300 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,554 | $55,415+213.2% | $155,509+11.6% | $74,495+133.0% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 13.32% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $8,211 | $2,267+262.2% | $4,672+75.7% | $2,623+213.1% |
| Participant deferral / active EE | $5,367 | $2,836+89.2% | $5,626-4.6% | $4,346+23.5% |
| Admin fee / account holder | $319 | $1,738-81.6% | $15,912-98.0% | $1,942-83.6% |