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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $85,032 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $55,898 |
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 | $103,726 | $119,446-13.2% | $150,045-30.9% | $85,563+21.2% |
| Participation rate | 90.6% | 75.4%+15.2pp | 82.3%+8.3pp | 66.0%+24.6pp |
| Annual return | 26.98% | 23.72%+3.3pp | 62.55%-35.6pp | 31.51%-4.5pp |
| Employer contribution / active EE | $4,721 | $4,078+15.8% | $4,693+0.6% | $2,654+77.9% |
| Participant deferral / active EE | $13,642 | $7,985+70.9% | $7,997+70.6% | $4,375+211.8% |
| Admin fee / account holder | $125 | $548-77.1% | $13,435-99.1% | $834-85.0% |