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 | $64,839+35.6% | $95,585-8.0% | $84,808+3.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.47% | -670.96%+683.4pp | 38.56%-26.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $7,405 | $1,759+321.0% | $2,527+193.1% | $2,631+181.4% |
| Participant deferral / active EE | $2,559 | $2,965-13.7% | $4,023-36.4% | $4,212-39.2% |
| Admin fee / account holder | $9,242 | $5,964+54.9% | $6,127+50.8% | $7,344+25.8% |