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 15 · EIN 04-1590850 | Recordkeeping | $618 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $15 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.1+ years Service code 49 · EIN 36-4517541 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,195 | $70,002-65.4% | $115,037-79.0% | $52,331-53.8% |
| Participation rate | 61.8% | 72.1%-10.3pp | 81.4%-19.5pp | 68.1%-6.3pp |
| Annual return | -0.15% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $272 | $2,715-90.0% | $4,608-94.1% | $1,882-85.6% |
| Participant deferral / active EE | $2,137 | $4,920-56.6% | $6,026-64.5% | $3,022-29.3% |
| Admin fee / account holder | $13 | $566-97.8% | $8,175-99.8% | $592-97.9% |