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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,009 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,154 | $121,341-22.4% | $189,513-50.3% | $79,386+18.6% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 16.95% | 21.08%-4.1pp | 555.15%-538.2pp | 116.85%-99.9pp |
| Employer contribution / active EE | $3,322 | $3,915-15.1% | $6,162-46.1% | $2,427+36.8% |
| Participant deferral / active EE | $5,773 | $6,395-9.7% | $8,221-29.8% | $4,046+42.7% |
| Admin fee / account holder | $63 | $651-90.3% | $12,045-99.5% | $626-89.9% |