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) | $2,770 |
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 | $114,825 | $56,484+103.3% | $169,463-32.2% | $64,186+78.9% |
| Participation rate | 86.7% | 64.5%+22.2pp | 77.8%+9.0pp | 69.6%+17.2pp |
| Annual return | -0.50% | -1.55%+1.1pp | 1.83%-2.3pp | 7.63%-8.1pp |
| Employer contribution / active EE | $9,191 | $1,832+401.6% | $4,159+121.0% | $2,381+286.0% |
| Participant deferral / active EE | $10,388 | $3,448+201.3% | $5,277+96.9% | $3,470+199.4% |
| Admin fee / account holder | $52 | $4,174-98.7% | $9,109-99.4% | $4,888-98.9% |