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 9-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 | $854 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,741 | $80,968-84.3% | $96,544-86.8% | $75,163-83.0% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 13.70% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,043 | $2,282-54.3% | $2,965-64.8% | $2,670-60.9% |
| Participant deferral / active EE | $410 | $3,928-89.6% | $4,851-91.6% | $4,125-90.1% |
| Admin fee / account holder | $56 | $6,724-99.2% | $8,252-99.3% | $5,651-99.0% |