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) | $9,191 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $6,441 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC Service code 14 · EIN 22-2446239 | Plan Administrator | $2,550 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $400 |
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 | $83,049 | $71,192+16.7% | $117,854-29.5% | $62,292+33.3% |
| Participation rate | 86.4% | 74.2%+12.1pp | 79.7%+6.7pp | 69.5%+16.8pp |
| Annual return | 19.91% | 18.66%+1.3pp | 335.08%-315.2pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,611 | $1,934+35.0% | $3,786-31.0% | $2,042+27.9% |
| Participant deferral / active EE | $5,687 | $3,189+78.3% | $4,482+26.9% | $3,169+79.4% |
| Admin fee / account holder | $47 | $587-92.0% | $8,020-99.4% | $479-90.2% |