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 6-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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,373 | $58,879-46.7% | $178,490-82.4% | $73,488-57.3% |
| Participation rate | 83.3% | 66.2%+17.1pp | 81.9%+1.4pp | 70.7%+12.7pp |
| Annual return | 10.30% | 24.86%-14.6pp | 151.07%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $2,148 | $2,236-3.9% | $5,011-57.1% | $2,270-5.4% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |