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 7-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 Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $38,406 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Recordkeeping | $13,743 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,954 |
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 | $117,196 | $87,013+34.7% | $106,213+10.3% | $80,856+44.9% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.6%+25.5pp |
| Annual return | 14.13% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $12,347 | $2,395+415.5% | $3,171+289.3% | $2,755+348.2% |
| Participant deferral / active EE | $15,936 | $3,986+299.8% | $5,016+217.7% | $4,296+271.0% |
| Admin fee / account holder | $481 | $8,431-94.3% | $11,033-95.6% | $6,918-93.0% |