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 |
|---|---|---|
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,604 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $72,723 | $63,764+14.0% | $81,930-11.2% | $79,858-8.9% |
| Participation rate | 99.0% | 67.5%+31.5pp | 72.0%+27.0pp | 69.6%+29.3pp |
| Annual return | 10.14% | 22.66%-12.5pp | 29.49%-19.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,196 | $1,795+133.7% | $4,310-2.6% | $2,471+69.8% |
| Participant deferral / active EE | $4,502 | $2,780+61.9% | $7,107-36.7% | $3,740+20.4% |
| Admin fee / account holder | $29 | $4,426-99.4% | $5,158-99.4% | $5,306-99.5% |