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 3-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 Service code 99 · EIN 22-3570392 | Other Fees | $17,721 |
Filed as: NORTHWEST CAPITAL MANAGEMENT Service code 99 · EIN 93-1242462 | Other Fees | $15,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,605 | $100,227-40.5% | $169,993-64.9% | $74,419-19.9% |
| Participation rate | 79.4% | 87.3%-7.9pp | 87.0%-7.6pp | 70.7%+8.7pp |
| Annual return | 21.94% | 66.08%-44.1pp | 53.37%-31.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,388 | $4,263-20.5% | $6,785-50.1% | $2,637+28.4% |
| Participant deferral / active EE | $6,967 | $7,143-2.5% | $10,408-33.1% | $4,528+53.9% |
| Admin fee / account holder | $57 | $234-75.6% | $12,815-99.6% | $348-83.5% |