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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,650 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,817 | $58,927+20.2% | $76,817-7.8% | $72,985-3.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -37.91% | 2305.64%-2343.6pp | 1166.11%-1204.0pp | 81.00%-118.9pp |
| Employer contribution / active EE | $5,737 | $1,787+221.1% | $2,302+149.2% | $2,440+135.1% |
| Participant deferral / active EE | $6,919 | $2,690+157.2% | $3,336+107.4% | $3,607+91.8% |
| Admin fee / account holder | $54 | $4,013-98.6% | $6,420-99.2% | $5,124-98.9% |