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) | $1,095 |
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 | $27,677 | $99,957-72.3% | $149,696-81.5% | $73,488-62.3% |
| Participation rate | 93.3% | 75.7%+17.6pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 13.62% | 53.87%-40.2pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,436 | $3,191-55.0% | $4,644-69.1% | $2,270-36.8% |
| Participant deferral / active EE | $2,732 | $6,073-55.0% | $6,842-60.1% | $3,740-27.0% |
| Admin fee / account holder | $37 | $551-93.4% | $9,309-99.6% | $513-92.9% |