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) | $74,906 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $71,376 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,203 | $88,982+27.2% | $102,438+10.5% | $77,671+45.7% |
| Participation rate | 73.2% | 80.9%-7.7pp | 76.5%-3.3pp | 70.6%+2.6pp |
| Annual return | 15.68% | 25.01%-9.3pp | 29.37%-13.7pp | 31.21%-15.5pp |
| Employer contribution / active EE | $3,677 | $2,698+36.3% | $3,024+21.6% | $2,726+34.9% |
| Participant deferral / active EE | $8,503 | $5,144+65.3% | $5,054+68.3% | $4,648+83.0% |
| Admin fee / account holder | $280 | $236+19.1% | $9,448-97.0% | $430-34.8% |