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 | $144,153 |
MMA SECURITIES LLC1 year Filed as: MMASECURITIESLLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $74,460 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,640 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $47,202-20.6% | $93,606-60.0% | $99,062-62.2% |
| Participation rate | 72.5% | 57.3%+15.2pp | 68.7%+3.7pp | 71.6%+0.8pp |
| Annual return | 14.76% | 13.08%+1.7pp | 133.20%-118.4pp | 17.66%-2.9pp |
| Employer contribution / active EE | $917 | $1,134-19.1% | $2,420-62.1% | $3,262-71.9% |
| Participant deferral / active EE | $3,298 | $2,296+43.6% | $4,411-25.2% | $5,331-38.1% |
| Admin fee / account holder | $44 | $86-48.3% | $8,285-99.5% | $109-59.2% |