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 year Filed as: MORNINGSTAR - EIN # 36-3297908 Service code 27 | Advisory (Plan) | $2,377 |
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 | $91,300 | $89,355+2.2% | $141,162-35.3% | $72,985+25.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.16% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,955 | $3,114+59.1% | $4,735+4.6% | $2,440+103.1% |
| Participant deferral / active EE | $8,749 | $5,418+61.5% | $6,709+30.4% | $3,607+142.5% |
| Admin fee / account holder | $15 | $5,958-99.8% | $10,261-99.9% | $5,124-99.7% |