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 10-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 Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $22,777 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1045930 | Recordkeeping | $300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,862 | $95,542-48.9% | $69,455-29.7% | $67,579-27.7% |
| Participation rate | 98.9% | 79.4%+19.5pp | 74.6%+24.2pp | 71.3%+27.6pp |
| Annual return | 26.45% | 17.67%+8.8pp | 28.97%-2.5pp | 378.56%-352.1pp |
| Employer contribution / active EE | $3,559 | $2,989+19.1% | $2,779+28.1% | $2,148+65.7% |
| Participant deferral / active EE | $10,222 | $3,263+213.3% | $3,535+189.1% | $3,539+188.8% |
| Admin fee / account holder | $51 | $90-43.1% | $3,839-98.7% | $142-64.1% |