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 | $2,088 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | 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 | $72,443 | $72,492-0.1% | $87,100-16.8% | $72,985-0.7% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 20.51% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $948 | $1,894-50.0% | $2,521-62.4% | $2,440-61.2% |
| Participant deferral / active EE | $3,066 | $3,270-6.2% | $4,049-24.3% | $3,607-15.0% |
| Admin fee / account holder | $25 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |