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 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $33,506 | $52,884-36.6% | $84,750-60.5% | $55,167-39.3% |
| Participation rate | 73.3% | 67.5%+5.8pp | 76.6%-3.3pp | 69.0%+4.3pp |
| Annual return | 6.27% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $9,382 | $2,233+320.0% | $3,574+162.5% | $1,963+378.0% |
| Participant deferral / active EE | $114 | $2,644-95.7% | $3,712-96.9% | $3,054-96.3% |
| Admin fee / account holder | $78 | $581-86.5% | $5,332-98.5% | $504-84.5% |