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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,635 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,021 |
MMA SECURITIES LLC2 years Service code 26 · EIN 22-3570392 | Advisory (Participants) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,189 | $89,436+81.3% | $164,813-1.6% | $77,643+108.9% |
| Participation rate | 90.2% | 78.6%+11.6pp | 78.6%+11.6pp | 70.6%+19.6pp |
| Annual return | 14.66% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,367 | $2,569-46.8% | $4,341-68.5% | $2,726-49.8% |
| Participant deferral / active EE | $9,325 | $4,897+90.4% | $6,031+54.6% | $4,647+100.7% |
| Admin fee / account holder | $98 | $339-71.1% | $12,690-99.2% | $430-77.2% |