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 8-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 |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,026 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,667 | $80,968-6.5% | $96,544-21.6% | $75,163+0.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.13% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,511 | $2,282+97.7% | $2,965+52.1% | $2,670+68.9% |
| Participant deferral / active EE | $7,590 | $3,928+93.2% | $4,851+56.5% | $4,125+84.0% |
| Admin fee / account holder | $132 | $6,724-98.0% | $8,252-98.4% | $5,651-97.7% |