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 |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,564 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,640 | $78,485-20.2% | $106,213-41.0% | $74,495-15.9% |
| Participation rate | 94.0% | 72.8%+21.1pp | 75.3%+18.7pp | 67.2%+26.8pp |
| Annual return | 23.79% | 15.95%+7.8pp | 116.14%-92.4pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $3,280 | $2,523+30.0% | $3,171+3.4% | $2,623+25.0% |
| Participant deferral / active EE | $5,309 | $4,322+22.8% | $5,016+5.9% | $4,346+22.2% |
| Admin fee / account holder | $99 | $2,232-95.5% | $11,033-99.1% | $1,942-94.9% |