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 |
|---|---|---|
M HOLDINGS SECURITIES INC10+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,023 | $62,327+38.0% | $120,354-28.5% | $74,495+15.5% |
| Participation rate | 87.7% | 56.8%+30.9pp | 71.9%+15.8pp | 67.2%+20.5pp |
| Annual return | 11.42% | 18.61%-7.2pp | 107.15%-95.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $857 | $1,843-53.5% | $3,463-75.2% | $2,623-67.3% |
| Participant deferral / active EE | $5,373 | $2,893+85.7% | $4,991+7.6% | $4,346+23.6% |
| Admin fee / account holder | -$3 | $2,396-100.1% | $9,423-100.0% | $1,942-100.2% |