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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,275 |
MMA SECURITIES LLC1 year Filed as: MMC Service code 16 · EIN 06-1685865 | Consulting | $5,175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,626 | $59,186+326.8% | $76,768+229.1% | $56,287+348.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.06% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $10,081 | $1,759+473.2% | $2,485+305.6% | $2,111+377.5% |
| Participant deferral / active EE | $7,430 | $3,255+128.3% | $3,852+92.9% | $3,350+121.8% |
| Admin fee / account holder | $140 | $489-71.4% | $6,675-97.9% | $521-73.1% |