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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,893 |
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 | $231,032 | $50,666+356.0% | $76,817+200.8% | $65,185+254.4% |
| Participation rate | 97.9% | 68.8%+29.1pp | 72.1%+25.8pp | 70.2%+27.7pp |
| Annual return | 22.20% | 28.51%-6.3pp | 1166.11%-1143.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $6,708 | $1,575+325.9% | $2,302+191.4% | $2,177+208.2% |
| Participant deferral / active EE | $10,810 | $2,647+308.4% | $3,336+224.1% | $3,514+207.7% |
| Admin fee / account holder | $186 | $463-59.8% | $6,420-97.1% | $847-78.0% |