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, LLC6+ years Service code 27 · EIN 16-1587252 | Advisory (Plan) | $43,939 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $15,000 |
SECURITIES AMERICA INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,044 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,512 | $104,317+65.4% | $159,436+8.2% | $86,799+98.7% |
| Participation rate | 92.6% | 77.7%+14.9pp | 82.8%+9.8pp | 72.3%+20.3pp |
| Annual return | 14.20% | 26.32%-12.1pp | 263.57%-249.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,476 | $3,451-28.3% | $4,829-48.7% | $2,405+2.9% |
| Participant deferral / active EE | $9,513 | $6,837+39.1% | $7,352+29.4% | $4,131+130.3% |
| Admin fee / account holder | -$52 | $172-130.3% | $10,799-100.5% | $170-130.8% |