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 | $119,446+4.8% | $150,045-16.5% | $85,563+46.4% |
| Participation rate | 93.7% | 75.4%+18.3pp | 82.3%+11.4pp | 66.0%+27.7pp |
| Annual return | 19.93% | 23.72%-3.8pp | 62.55%-42.6pp | 31.51%-11.6pp |
| Employer contribution / active EE | $4,862 | $4,078+19.2% | $4,693+3.6% | $2,654+83.2% |
| Participant deferral / active EE | $12,140 | $7,985+52.0% | $7,997+51.8% | $4,375+177.5% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.5% |