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 | $85,889 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $61,443 |
JOHNSON, PETEREK & HOWSE1 year Filed as: JOHNSON, PETEREK & HOWSE, LLC Service code 10 · EIN 83-2268776 | Accounting | $17,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,749 | $108,719-12.8% | $101,326-6.5% | $85,563+10.7% |
| Participation rate | 96.7% | 80.9%+15.8pp | 81.5%+15.2pp | 66.0%+30.8pp |
| Annual return | 21.88% | 20.95%+0.9pp | 36.82%-14.9pp | 31.51%-9.6pp |
| Employer contribution / active EE | $6,383 | $3,114+105.0% | $3,665+74.1% | $2,654+140.5% |
| Participant deferral / active EE | $12,396 | $8,545+45.1% | $7,994+55.1% | $4,375+183.3% |
| Admin fee / account holder | $239 | $685-65.1% | $11,185-97.9% | $834-71.3% |