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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,223 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,287 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,049 | $50,815+6.4% | $155,509-65.2% | $77,643-30.4% |
| Participation rate | 84.4% | 63.1%+21.3pp | 78.2%+6.2pp | 70.6%+13.8pp |
| Annual return | 15.24% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $491 | $1,993-75.3% | $4,672-89.5% | $2,726-82.0% |
| Participant deferral / active EE | $4,437 | $2,822+57.2% | $5,626-21.1% | $4,647-4.5% |
| Admin fee / account holder | $240 | $437-45.1% | $15,912-98.5% | $430-44.3% |