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 LLC3 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $0 |
MORNINGSTAR4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,770 | $49,915-50.4% | $154,803-84.0% | $74,304-66.7% |
| Participation rate | 50.0% | 54.0%-4.0pp | 78.1%-28.1pp | 60.3%-10.3pp |
| Annual return | 11.68% | 34.06%-22.4pp | 58.88%-47.2pp | 29.43%-17.8pp |
| Employer contribution / active EE | $965 | $1,611-40.1% | $4,305-77.6% | $2,241-56.9% |
| Participant deferral / active EE | $1,970 | $2,255-12.6% | $5,540-64.5% | $3,767-47.7% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |