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 | $71,371 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
Employer contribution per participant 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 | $41,670 | $66,457-37.3% | $81,438-48.8% | $77,671-46.4% |
| Participation rate | 75.3% | 68.7%+6.5pp | 69.5%+5.7pp | 70.6%+4.7pp |
| Annual return | 15.35% | 15.93%-0.6pp | 24.74%-9.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $548 | $2,159-74.6% | $2,460-77.7% | $2,726-79.9% |
| Participant deferral / active EE | $7,200 | $3,679+95.7% | $3,883+85.4% | $4,648+54.9% |
| Admin fee / account holder | $165 | $583-71.7% | $5,764-97.1% | $430-61.7% |