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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,013 |
Filed as: MML INVESTOR SERVICES Service code 61 · EIN 04-2746212 | Finders' fees / placement fees | $0 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 | Finders' fees / placement fees | $0 |
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 | $56,106 | $62,586-10.4% | $76,768-26.9% | $64,186-12.6% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $817 | $1,832-55.4% | $2,485-67.1% | $2,381-65.7% |
| Participant deferral / active EE | $2,707 | $3,145-13.9% | $3,852-29.7% | $3,470-22.0% |
| Admin fee / account holder | $21 | $4,667-99.5% | $6,675-99.7% | $4,888-99.6% |