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 9-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 |
|---|---|---|
MORNINGSTAR1 year Service code 17 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Pension Consulting | $16,751 |
DECIMAL, INC.3 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,780 | $101,317-32.1% | $146,958-53.2% | $74,495-7.7% |
| Participation rate | 78.0% | 75.5%+2.4pp | 82.2%-4.2pp | 67.2%+10.8pp |
| Annual return | 16.08% | 8730.91%-8714.8pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,887 | $3,810+2.0% | $4,933-21.2% | $2,623+48.2% |
| Participant deferral / active EE | $8,418 | $7,303+15.3% | $8,070+4.3% | $4,346+93.7% |
| Admin fee / account holder | $233 | $1,739-86.6% | $12,998-98.2% | $1,942-88.0% |