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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $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 | $62,019 | $88,083-29.6% | $164,813-62.4% | $74,495-16.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.41% | 17.26%-1.9pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,171 | $2,593+22.3% | $4,341-26.9% | $2,623+20.9% |
| Participant deferral / active EE | $6,117 | $4,498+36.0% | $6,031+1.4% | $4,346+40.7% |
| Admin fee / account holder | $34 | $2,234-98.5% | $12,690-99.7% | $1,942-98.2% |