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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,011 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$74,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,665 | $241,101-65.7% | $103,333-20.0% | $199,593-58.6% |
| Participation rate | 89.7% | 78.3%+11.4pp | 74.5%+15.2pp | 72.0%+17.7pp |
| Annual return | 14.70% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,513 | $4,244-17.2% | $3,868-9.2% | $3,034+15.8% |
| Participant deferral / active EE | $5,221 | $3,958+31.9% | $5,057+3.2% | $5,087+2.6% |
| Admin fee / account holder | -$9 | $288-103.2% | $8,355-100.1% | $269-103.4% |