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 71-0294708 | Advisory (Plan) | $0 |
SETAWAY LLC1 year Filed as: SETAWAY Service code 49 · EIN 71-0294708 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,928 | $63,703+38.0% | $93,063-5.5% | $82,448+6.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 12.47% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $7,405 | $1,729+328.4% | $2,476+199.1% | $2,551+190.3% |
| Participant deferral / active EE | $2,559 | $2,919-12.3% | $3,958-35.4% | $4,139-38.2% |
| Admin fee / account holder | $9,242 | $5,982+54.5% | $6,033+53.2% | $7,234+27.7% |