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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,925 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,022 | $89,436-18.4% | $164,813-55.7% | $77,643-6.0% |
| Participation rate | 94.1% | 78.6%+15.4pp | 78.6%+15.5pp | 70.6%+23.5pp |
| Annual return | 13.59% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,558 | $2,569-39.3% | $4,341-64.1% | $2,726-42.8% |
| Participant deferral / active EE | $5,804 | $4,897+18.5% | $6,031-3.8% | $4,647+24.9% |
| Admin fee / account holder | $90 | $339-73.5% | $12,690-99.3% | $430-79.1% |