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 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
ODYSSEY ADVISORS1 year Filed as: ODYSSEY ADVISORS, INC. Service code 49 · EIN 36-4560201 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,791 | $82,978-37.6% | $129,995-60.2% | $71,457-27.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.74% | 20.60%-5.9pp | -137.18%+151.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,994 | $2,622+14.2% | $4,320-30.7% | $2,588+15.7% |
| Participant deferral / active EE | $5,569 | $4,432+25.7% | $5,820-4.3% | $4,289+29.9% |
| Admin fee / account holder | $30 | $1,729-98.3% | $10,614-99.7% | $1,587-98.1% |