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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,680 | $80,753-75.6% | $136,294-85.6% | $62,292-68.4% |
| Participation rate | 27.0% | 73.5%-46.6pp | 81.9%-55.0pp | 69.5%-42.5pp |
| Annual return | 30.10% | 35.83%-5.7pp | 5155.94%-5125.8pp | 28.90%+1.2pp |
| Employer contribution / active EE | $669 | $2,884-76.8% | $4,695-85.7% | $2,042-67.2% |
| Participant deferral / active EE | $952 | $5,164-81.6% | $6,247-84.8% | $3,169-70.0% |
| Admin fee / account holder | $19 | $525-96.3% | $9,243-99.8% | $479-95.9% |