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 LLC8 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $97,661 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$94,836 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,478 | $103,641-26.2% | $107,525-28.9% | $102,872-25.7% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.1%+16.2pp | 73.0%+18.3pp |
| Annual return | 18.32% | 13.08%+5.2pp | 181.32%-163.0pp | 19.06%-0.7pp |
| Employer contribution / active EE | $3,817 | $5,096-25.1% | $3,754+1.7% | $3,526+8.3% |
| Participant deferral / active EE | $5,843 | $3,789+54.2% | $5,116+14.2% | $5,535+5.6% |
| Admin fee / account holder | $1 | $276-99.5% | $8,919-100.0% | $292-99.6% |