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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $5,182 |
MORNINGSTAR2+ years Filed as: MORINGSTAR Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13 |
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 | $206,718 | $60,165+243.6% | $74,183+178.7% | $55,167+274.7% |
| Participation rate | 89.2% | 74.2%+15.0pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 8.88% | 10.00%-1.1pp | 17.74%-8.9pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,142 | $1,600+33.9% | $2,370-9.6% | $1,963+9.1% |
| Participant deferral / active EE | $5,022 | $2,973+69.0% | $3,550+41.5% | $3,054+64.4% |
| Admin fee / account holder | $10 | $419-97.7% | $5,586-99.8% | $504-98.1% |