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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $85,126 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,826 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$80,534 |
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 | $48,353 | $62,544-22.7% | $129,207-62.6% | $199,593-75.8% |
| Participation rate | 72.7% | 56.8%+15.9pp | 69.6%+3.1pp | 72.0%+0.8pp |
| Annual return | 16.24% | 16.95%-0.7pp | 9417.33%-9401.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $1,043 | $2,394-56.4% | $4,153-74.9% | $3,034-65.6% |
| Participant deferral / active EE | $3,629 | $3,123+16.2% | $4,168-12.9% | $5,087-28.7% |
| Admin fee / account holder | $16 | $167-90.3% | $7,715-99.8% | $269-94.0% |