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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,644 |
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 | $20,236 | $72,770-72.2% | $67,652-70.1% | $55,191-63.3% |
| Participation rate | 98.0% | 78.8%+19.2pp | 75.7%+22.3pp | 69.2%+28.8pp |
| Annual return | 0.20% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,131 | $1,769-36.0% | $2,266-50.1% | $1,899-40.4% |
| Participant deferral / active EE | $1,630 | $3,408-52.2% | $3,560-54.2% | $3,046-46.5% |
| Admin fee / account holder | $10 | $79-87.2% | $4,821-99.8% | $91-88.9% |