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+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,669 |
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 | $171,458 | $43,550+293.7% | $63,517+169.9% | $52,331+227.6% |
| Participation rate | 98.2% | 65.7%+32.5pp | 71.0%+27.2pp | 68.1%+30.1pp |
| Annual return | 0.89% | 2.03%-1.1pp | -70.30%+71.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $5,985 | $1,351+343.0% | $2,322+157.8% | $1,882+218.1% |
| Participant deferral / active EE | $8,935 | $2,254+296.4% | $2,953+202.5% | $3,022+195.6% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |