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 LLC3 years Service code 33 P.O. BOX 9496 · NEW YORK, NY 100874496 | Securities brokerage | $37,925 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,902 |
TRINITY PENSION GROUP, LLC6 years Service code 13 · EIN 20-0235252 | Contract Administrator | $2,000 |
ASCENSUS LLC3 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 | $144,921 | $49,915+190.3% | $154,803-6.4% | $74,304+95.0% |
| Participation rate | 92.6% | 54.0%+38.7pp | 78.1%+14.6pp | 60.3%+32.3pp |
| Annual return | 16.56% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $8,669 | $1,611+438.0% | $4,305+101.3% | $2,241+286.8% |
| Participant deferral / active EE | $5,914 | $2,255+162.3% | $5,540+6.7% | $3,767+57.0% |
| Admin fee / account holder | $319 | $2,189-85.4% | $14,329-97.8% | $2,969-89.3% |