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 |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $21,894 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,571 | $79,171+70.0% | $102,423+31.4% | $74,495+80.6% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 13.88% | 54.93%-41.1pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,613 | $2,362-31.7% | $3,023-46.7% | $2,623-38.5% |
| Participant deferral / active EE | $8,299 | $4,415+88.0% | $5,053+64.3% | $4,346+91.0% |
| Admin fee / account holder | $217 | $2,001-89.2% | $9,451-97.7% | $1,942-88.8% |