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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,312 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,569 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $21,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,004 | $89,436-34.0% | $164,813-64.2% | $77,643-24.0% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.2pp |
| Annual return | 17.12% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,145 | $2,569-16.5% | $4,341-50.6% | $2,726-21.3% |
| Participant deferral / active EE | $6,525 | $4,897+33.2% | $6,031+8.2% | $4,647+40.4% |
| Admin fee / account holder | $317 | $339-6.6% | $12,690-97.5% | $430-26.3% |