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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 | Other Services | $0 |
KENNETH RYAN2 years Filed as: KENNETH D. ANDERSON CO., INC. Service code 49 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,353 | $61,272-63.5% | $149,673-85.1% | $71,457-68.7% |
| Participation rate | 63.8% | 62.5%+1.3pp | 78.8%-15.0pp | 67.9%-4.1pp |
| Annual return | 11.78% | 35.85%-24.1pp | 134.42%-122.6pp | 28.85%-17.1pp |
| Employer contribution / active EE | $892 | $2,378-62.5% | $4,818-81.5% | $2,588-65.5% |
| Participant deferral / active EE | $1,897 | $2,917-35.0% | $5,680-66.6% | $4,289-55.8% |
| Admin fee / account holder | $13 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |