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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,000 |
DMJPS PLLC3 years Filed as: DMJPS LLC Service code 10 · EIN 56-0570567 | Accounting | $14,125 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,054 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$63,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,411 | $88,083+83.2% | $164,813-2.1% | $74,495+116.7% |
| Participation rate | 94.7% | 73.0%+21.7pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 13.92% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,169 | $2,593+60.8% | $4,341-4.0% | $2,623+58.9% |
| Participant deferral / active EE | $8,388 | $4,498+86.5% | $6,031+39.1% | $4,346+93.0% |
| Admin fee / account holder | -$8 | $2,234-100.4% | $12,690-100.1% | $1,942-100.4% |