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 27 · EIN 36-3297908 | Advisory (Plan) | $7,874 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,991 | $75,760-76.3% | $123,104-85.4% | $59,188-69.6% |
| Participation rate | 82.0% | 86.0%-4.0pp | 86.8%-4.7pp | 69.4%+12.6pp |
| Annual return | 180.47% | 2.93%+177.5pp | 13.22%+167.3pp | 5.51%+175.0pp |
| Employer contribution / active EE | $1,371 | $3,415-59.9% | $5,151-73.4% | $2,098-34.6% |
| Participant deferral / active EE | $3,638 | $5,000-27.3% | $6,230-41.6% | $3,265+11.4% |
| Admin fee / account holder | $37 | $61-39.1% | $9,015-99.6% | $92-59.9% |