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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $36,606 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,365 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, · STRATHAM, NH 03885 | Recordkeeping | $1,125 |
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 | $70,470 | $102,317-31.1% | $146,958-52.0% | $80,856-12.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.5pp | 67.6%+22.1pp |
| Annual return | 26.61% | 134.76%-108.2pp | 418.34%-391.7pp | 35.59%-9.0pp |
| Employer contribution / active EE | $8,338 | $3,713+124.5% | $4,933+69.0% | $2,755+202.7% |
| Participant deferral / active EE | $11,388 | $6,644+71.4% | $8,070+41.1% | $4,296+165.1% |
| Admin fee / account holder | $292 | $7,941-96.3% | $12,998-97.8% | $6,918-95.8% |