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 WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $66,171 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,727 | $89,808-16.8% | $100,391-25.6% | $77,643-3.8% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 16.69% | 20.62%-3.9pp | 49.20%-32.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $6,406 | $3,039+110.8% | $3,942+62.5% | $2,726+135.0% |
| Participant deferral / active EE | $12,049 | $8,284+45.5% | $8,082+49.1% | $4,647+159.3% |
| Admin fee / account holder | $169 | $174-3.1% | $7,899-97.9% | $430-60.7% |