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 5-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 |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,972 | $69,362-68.3% | $101,248-78.3% | $73,488-70.1% |
| Participation rate | 43.2% | 68.4%-25.2pp | 75.8%-32.6pp | 70.7%-27.5pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.47%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,837 | $2,628-30.1% | $3,660-49.8% | $2,270-19.1% |
| Participant deferral / active EE | $2,332 | $3,300-29.3% | $4,370-46.6% | $3,740-37.6% |
| Admin fee / account holder | $6 | $704-99.1% | $5,945-99.9% | $513-98.7% |