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 27 · EIN 71-0294708 | Advisory (Plan) | $13,271 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,421 |
Service code 99 · EIN 04-2675571 | Other Fees | $10,880 |
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 | $219,334 | $57,065+284.4% | $75,670+189.9% | $70,131+212.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.91% | 23.57%-9.7pp | 27.34%-13.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,014 | $1,817+176.0% | $2,352+113.2% | $2,342+114.0% |
| Participant deferral / active EE | $7,525 | $2,580+191.7% | $3,142+139.5% | $3,332+125.8% |
| Admin fee / account holder | $7 | $3,825-99.8% | $5,800-99.9% | $4,645-99.8% |