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) | $13,092 |
MORNINGSTAR1 year Filed as: MORINGSTAR Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,447 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3298122 | Advisory (Participants) | $514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,812 | $71,802-9.7% | $133,980-51.6% | $57,658+12.4% |
| Participation rate | 67.7% | 85.5%-17.8pp | 87.1%-19.4pp | 70.2%-2.5pp |
| Annual return | 16.33% | 13.51%+2.8pp | 29.30%-13.0pp | 5.13%+11.2pp |
| Employer contribution / active EE | $2,400 | $3,161-24.1% | $5,211-54.0% | $1,974+21.6% |
| Participant deferral / active EE | $5,184 | $4,606+12.6% | $6,282-17.5% | $3,061+69.4% |
| Admin fee / account holder | $40 | $88-54.2% | $9,324-99.6% | $95-57.5% |