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) | $1,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,188 | $89,652-71.9% | $141,162-82.2% | $65,185-61.4% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.5%+12.2pp | 70.2%+24.5pp |
| Annual return | 21.37% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,490 | $3,065-51.4% | $4,735-68.5% | $2,177-31.5% |
| Participant deferral / active EE | $2,871 | $5,691-49.5% | $6,709-57.2% | $3,514-18.3% |
| Admin fee / account holder | $44 | $569-92.3% | $10,261-99.6% | $847-94.8% |