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) | $202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,602 | $55,453-75.5% | $170,442-92.0% | $62,292-78.2% |
| Participation rate | 55.2% | 66.4%-11.2pp | 83.6%-28.4pp | 69.5%-14.3pp |
| Annual return | 49.36% | 21.38%+28.0pp | 205.93%-156.6pp | 28.90%+20.5pp |
| Employer contribution / active EE | $605 | $2,164-72.0% | $5,433-88.9% | $2,042-70.4% |
| Participant deferral / active EE | $1,142 | $2,303-50.4% | $4,939-76.9% | $3,169-64.0% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |