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 LLC1 year Filed as: ASSURED PARTNERS CAPITAL INC Service code 27 · EIN 45-2712335 | Advisory (Plan) | $43,439 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,053 | $55,416-22.3% | $75,972-43.3% | $77,643-44.5% |
| Participation rate | 55.9% | 63.6%-7.7pp | 69.1%-13.2pp | 70.6%-14.7pp |
| Annual return | 14.32% | 17.07%-2.8pp | 359.55%-345.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $988 | $1,788-44.7% | $2,685-63.2% | $2,726-63.7% |
| Participant deferral / active EE | $2,426 | $3,447-29.6% | $4,255-43.0% | $4,647-47.8% |
| Admin fee / account holder | $148 | $414-64.2% | $6,467-97.7% | $430-65.6% |