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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $3,092 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,092 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,358 | $43,504+43.3% | $68,793-9.4% | $56,287+10.8% |
| Participation rate | 98.5% | 67.8%+30.6pp | 72.2%+26.2pp | 69.9%+28.6pp |
| Annual return | -5.59% | -3.15%-2.4pp | -4.63%-1.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,920 | $1,525+91.5% | $2,625+11.2% | $2,111+38.3% |
| Participant deferral / active EE | $3,511 | $2,509+39.9% | $3,311+6.0% | $3,350+4.8% |
| Admin fee / account holder | $23 | $515-95.5% | $5,131-99.5% | $521-95.6% |