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 |
|---|---|---|
Service code 49 · EIN 11-3271022 | Other Services | $8,348 |
MORNINGSTAR3 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,034 | $105,181-8.7% | $159,436-39.8% | $85,850+11.9% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.8%-2.4pp | 69.3%+11.1pp |
| Annual return | 15.50% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,687 | $3,318-49.2% | $4,829-65.1% | $2,565-34.2% |
| Participant deferral / active EE | $3,883 | $5,945-34.7% | $7,352-47.2% | $3,952-1.7% |
| Admin fee / account holder | $29 | $6,933-99.6% | $10,799-99.7% | $6,260-99.5% |