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 | $363,560 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $76,875 |
MCDERMOTT WILL & EMERY LLP10+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $42,478 |
MMA SECURITIES LLC1 year Filed as: MARSH USA LLC Service code 49 · EIN 36-1436000 | Other Services | $38,829 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $29,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,770 | $152,281-16.1% | $106,213+20.3% | $99,062+29.0% |
| Participation rate | 97.5% | 92.2%+5.3pp | 75.3%+22.2pp | 71.6%+25.9pp |
| Annual return | 14.05% | 15.00%-0.9pp | 116.14%-102.1pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,590 | $5,348-51.6% | $3,171-18.3% | $3,262-20.6% |
| Participant deferral / active EE | $9,762 | $8,206+19.0% | $5,016+94.6% | $5,331+83.1% |
| Admin fee / account holder | $72 | $77-7.1% | $11,033-99.3% | $109-34.0% |