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 | $88,083-1.2% | $164,813-47.2% | $74,495+16.9% |
| Participation rate | 92.1% | 73.0%+19.1pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 10.43% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,654 | $2,593+2.4% | $4,341-38.9% | $2,623+1.2% |
| Participant deferral / active EE | $4,182 | $4,498-7.0% | $6,031-30.7% | $4,346-3.8% |
| Admin fee / account holder | -$38 | $2,234-101.7% | $12,690-100.3% | $1,942-102.0% |