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 |
|---|---|---|
Service code 99 · EIN 42-1445429 | Other Fees | $17,500 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $7,150 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $66 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $66 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,962 | $52,293+26.1% | $178,490-63.0% | $73,409-10.1% |
| Participation rate | 48.8% | 65.3%-16.6pp | 81.9%-33.2pp | 72.2%-23.4pp |
| Annual return | 15.40% | 34.75%-19.3pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $265 | $1,735-84.7% | $5,011-94.7% | $2,234-88.1% |
| Participant deferral / active EE | $3,183 | $2,332+36.5% | $5,202-38.8% | $3,805-16.4% |
| Admin fee / account holder | $150 | $127+18.1% | $13,984-98.9% | $158-4.7% |