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 |
|---|---|---|
MMB & CO1 year Filed as: MMB&CO Service code 10 · EIN 14-1567343 | Accounting | $6,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,536 | $113,293-72.2% | $67,502-53.3% | $199,593-84.2% |
| Participation rate | 84.1% | 73.3%+10.8pp | 72.9%+11.2pp | 72.0%+12.1pp |
| Annual return | 16.12% | 15.88%+0.2pp | 3512.12%-3496.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,696 | $3,401-50.1% | $2,731-37.9% | $3,034-44.1% |
| Participant deferral / active EE | $1,436 | $4,159-65.5% | $4,000-64.1% | $5,087-71.8% |
| Admin fee / account holder | $8 | $103-92.6% | $3,998-99.8% | $269-97.2% |