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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,805 |
Filed as: GILLIAM BELL MOSER LLP Service code 16 · EIN 56-0587953 | Consulting | $14,490 |
FORVIS MAZARS, LLP1 year Filed as: FORVIZ MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $14,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,583 | $79,013+34.9% | $100,391+6.2% | $74,495+43.1% |
| Participation rate | 95.2% | 79.5%+15.7pp | 81.5%+13.7pp | 67.2%+28.0pp |
| Annual return | 13.85% | 20.41%-6.6pp | 49.20%-35.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,409 | $3,021+12.8% | $3,942-13.5% | $2,623+30.0% |
| Participant deferral / active EE | $8,617 | $7,760+11.0% | $8,082+6.6% | $4,346+98.3% |
| Admin fee / account holder | $385 | $1,320-70.9% | $7,899-95.1% | $1,942-80.2% |