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 49 | Other Services | $3,485 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,138 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,990 | $65,435-34.3% | $86,677-50.4% | $66,914-35.8% |
| Participation rate | 99.0% | 75.5%+23.5pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -14.77% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,202 | $2,153+2.3% | $2,836-22.4% | $2,544-13.5% |
| Participant deferral / active EE | $4,508 | $4,100+9.9% | $4,656-3.2% | $4,237+6.4% |
| Admin fee / account holder | $26 | $642-96.0% | $7,493-99.7% | $593-95.7% |