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 | $78,976-36.6% | $100,383-50.1% | $74,546-32.8% |
| Participation rate | 77.0% | 79.5%-2.5pp | 81.5%-4.5pp | 67.2%+9.8pp |
| Annual return | 17.65% | 20.62%-3.0pp | 49.26%-31.6pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $5,004 | $3,019+65.8% | $3,944+26.9% | $2,624+90.7% |
| Participant deferral / active EE | $9,114 | $7,758+17.5% | $8,086+12.7% | $4,347+109.6% |
| Admin fee / account holder | $245 | $1,330-81.6% | $7,900-96.9% | $1,944-87.4% |