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 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,020 | $75,183-46.8% | $123,892-67.7% | $55,167-27.5% |
| Participation rate | 67.9% | 72.8%-5.0pp | 81.4%-13.6pp | 69.0%-1.1pp |
| Annual return | 7.93% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,021 | $2,823-63.8% | $4,617-77.9% | $1,963-48.0% |
| Participant deferral / active EE | $6,043 | $5,084+18.8% | $5,984+1.0% | $3,054+97.9% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |