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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 28 | Investment Management | $5,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,180 | $62,132-38.6% | $185,823-79.5% | $73,488-48.0% |
| Participation rate | 29.5% | 67.8%-38.3pp | 78.0%-48.5pp | 70.7%-41.2pp |
| Annual return | 10.59% | 20.44%-9.9pp | 35.95%-25.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,723 | $3,711-53.6% | $5,632-69.4% | $3,740-53.9% |
| Admin fee / account holder | $146 | $419-65.1% | $9,500-98.5% | $513-71.5% |