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 71-0294708 | Advisory (Plan) | $1,388 |
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 | $84,180 | $98,750-14.8% | $149,696-43.8% | $79,858+5.4% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.9pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,866 | $3,216-42.0% | $4,644-59.8% | $2,471-24.5% |
| Participant deferral / active EE | $4,217 | $5,680-25.8% | $6,842-38.4% | $3,740+12.8% |
| Admin fee / account holder | $26 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |