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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $148,849 |
MMA SECURITIES LLC7 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,564 |
TORRILLO & ASSOCIATES, LLC11+ years Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $25,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,282 | $145,877-24.4% | $150,045-26.5% | $102,872+7.2% |
| Participation rate | 95.5% | 79.8%+15.6pp | 82.3%+13.1pp | 73.0%+22.4pp |
| Annual return | 19.78% | 21.37%-1.6pp | 62.55%-42.8pp | 19.06%+0.7pp |
| Employer contribution / active EE | $2,297 | $4,710-51.2% | $4,693-51.1% | $3,526-34.9% |
| Participant deferral / active EE | $8,107 | $9,491-14.6% | $7,997+1.4% | $5,535+46.5% |
| Admin fee / account holder | $88 | $176-50.2% | $13,435-99.3% | $292-70.0% |