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 99 · EIN 04-2675571 | Other Fees | $66,656 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,413 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,263 |
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 | $215,559 | $54,726+293.9% | $68,793+213.3% | $64,186+235.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.61% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,435 | $1,846+194.4% | $2,625+107.0% | $2,381+128.3% |
| Participant deferral / active EE | $9,253 | $2,626+252.3% | $3,311+179.5% | $3,470+166.7% |
| Admin fee / account holder | $10 | $4,027-99.8% | $5,131-99.8% | $4,888-99.8% |