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 4-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) | $34,454 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,058 | $79,013-36.6% | $100,391-50.1% | $74,495-32.8% |
| Participation rate | 77.0% | 79.5%-2.5pp | 81.5%-4.5pp | 67.2%+9.8pp |
| Annual return | 17.65% | 20.41%-2.8pp | 49.20%-31.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $5,004 | $3,021+65.6% | $3,942+27.0% | $2,623+90.8% |
| Participant deferral / active EE | $9,114 | $7,760+17.4% | $8,082+12.8% | $4,346+109.7% |
| Admin fee / account holder | $245 | $1,320-81.4% | $7,899-96.9% | $1,942-87.4% |