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 26 · EIN 71-0294708 | Advisory (Participants) | $16,569 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,302 | $79,519-48.1% | $95,952-57.0% | $73,409-43.7% |
| Participation rate | 81.2% | 81.2%+0.1pp | 77.1%+4.2pp | 72.2%+9.1pp |
| Annual return | 18.54% | 19.20%-0.7pp | 91.61%-73.1pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,901 | $2,048-7.2% | $2,541-25.2% | $2,234-14.9% |
| Participant deferral / active EE | $4,648 | $4,138+12.3% | $4,167+11.5% | $3,805+22.1% |
| Admin fee / account holder | $15 | $184-92.1% | $6,795-99.8% | $158-90.8% |