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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,421 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,571 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,430 | $55,416-30.7% | $75,972-49.4% | $77,643-50.5% |
| Participation rate | 87.1% | 63.6%+23.6pp | 69.1%+18.1pp | 70.6%+16.6pp |
| Annual return | 17.96% | 17.07%+0.9pp | 359.55%-341.6pp | 31.24%-13.3pp |
| Employer contribution / active EE | $979 | $1,788-45.3% | $2,685-63.6% | $2,726-64.1% |
| Participant deferral / active EE | $4,759 | $3,447+38.1% | $4,255+11.8% | $4,647+2.4% |
| Admin fee / account holder | $105 | $414-74.6% | $6,467-98.4% | $430-75.6% |