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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,243 |
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 | $198,970 | $43,504+357.4% | $68,793+189.2% | $56,287+253.5% |
| Participation rate | 98.6% | 67.8%+30.7pp | 72.2%+26.4pp | 69.9%+28.7pp |
| Annual return | -4.24% | -3.15%-1.1pp | -4.63%+0.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $6,370 | $1,525+317.6% | $2,625+142.7% | $2,111+201.7% |
| Participant deferral / active EE | $10,313 | $2,509+311.1% | $3,311+211.5% | $3,350+207.9% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |