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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $45,158 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,064 | $88,087-1.2% | $164,866-47.2% | $74,546+16.8% |
| Participation rate | 92.1% | 73.1%+19.1pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 10.43% | 17.27%-6.8pp | 69.97%-59.5pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,654 | $2,595+2.3% | $4,343-38.9% | $2,624+1.1% |
| Participant deferral / active EE | $4,182 | $4,499-7.1% | $6,033-30.7% | $4,347-3.8% |
| Admin fee / account holder | -$38 | $2,232-101.7% | $12,689-100.3% | $1,944-102.0% |