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) | $21,342 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,690 | $102,553-31.1% | $151,611-53.4% | $66,914+5.6% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -13.08% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,794 | $4,180-33.2% | $6,166-54.7% | $2,544+9.8% |
| Participant deferral / active EE | $5,179 | $6,641-22.0% | $8,363-38.1% | $4,237+22.2% |
| Admin fee / account holder | $73 | $630-88.4% | $11,616-99.4% | $593-87.7% |