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 |
|---|---|---|
FMF&E WEALTH MANAGEMENT, LLC5+ years Filed as: FMF&E WEALTH MANAGEM Service code 27 · EIN 16-1587252 | Advisory (Plan) | $32,869 |
SECURITIES AMERICA INC5+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $20,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: DERMODY, BURKE & BROWN Service code 10 · EIN 01-0723685 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$71,729 |
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 | $154,776 | $100,801+53.5% | $149,696+3.4% | $73,409+110.8% |
| Participation rate | 92.5% | 77.7%+14.8pp | 82.5%+10.0pp | 72.2%+20.3pp |
| Annual return | 15.84% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,363 | $3,312-28.6% | $4,644-49.1% | $2,234+5.8% |
| Participant deferral / active EE | $9,035 | $6,404+41.1% | $6,842+32.1% | $3,805+137.4% |
| Admin fee / account holder | -$14 | $181-107.6% | $9,309-100.1% | $158-108.7% |