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 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,616 | $63,346-43.8% | $92,233-61.4% | $70,131-49.2% |
| Participation rate | 86.6% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 16.49% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,302 | $2,471+235.9% | $3,679+125.6% | $2,342+254.4% |
| Participant deferral / active EE | $174 | $2,854-93.9% | $3,897-95.5% | $3,332-94.8% |
| Admin fee / account holder | $25 | $3,840-99.3% | $5,194-99.5% | $4,645-99.5% |