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 |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 99 · EIN 71-0294708 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Other Fees | $0 |
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 | $43,149 | $155,795-72.3% | $136,294-68.3% | $69,631-38.0% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 70.7%+0.4pp |
| Annual return | 17.88% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $982 | $2,991-67.2% | $4,695-79.1% | $2,032-51.7% |
| Participant deferral / active EE | $5,667 | $5,394+5.1% | $6,247-9.3% | $3,224+75.8% |
| Admin fee / account holder | $5 | $128-95.8% | $9,243-99.9% | $110-95.1% |