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 | $83,293 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,925 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,222 | $110,483+13.3% | $145,433-13.9% | $79,634+57.2% |
| Participation rate | 93.7% | 71.1%+22.6pp | 82.1%+11.6pp | 62.5%+31.2pp |
| Annual return | 19.93% | 24.62%-4.7pp | 66.58%-46.6pp | 36.46%-16.5pp |
| Employer contribution / active EE | $4,862 | $4,053+20.0% | $4,554+6.8% | $2,529+92.2% |
| Participant deferral / active EE | $12,140 | $7,216+68.2% | $7,897+53.7% | $3,835+216.6% |
| Admin fee / account holder | $179 | $680-73.7% | $13,129-98.6% | $1,002-82.1% |