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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,775 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,104 | $106,028-11.2% | $146,958-36.0% | $77,643+21.2% |
| Participation rate | 74.7% | 78.4%-3.7pp | 82.2%-7.4pp | 70.6%+4.1pp |
| Annual return | 18.99% | 56.73%-37.7pp | 418.34%-399.3pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,960 | $4,063-27.2% | $4,933-40.0% | $2,726+8.6% |
| Participant deferral / active EE | $7,944 | $7,990-0.6% | $8,070-1.6% | $4,647+70.9% |
| Admin fee / account holder | $99 | $337-70.7% | $12,998-99.2% | $430-77.1% |