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 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,306 | $80,177-73.4% | $123,892-82.8% | $57,658-63.0% |
| Participation rate | 59.5% | 74.4%-14.9pp | 81.4%-21.9pp | 70.2%-10.7pp |
| Annual return | 23.15% | 17.90%+5.3pp | 47.52%-24.4pp | 5.13%+18.0pp |
| Employer contribution / active EE | $1,728 | $2,913-40.7% | $4,617-62.6% | $1,974-12.5% |
| Participant deferral / active EE | $4,578 | $5,130-10.8% | $5,984-23.5% | $3,061+49.6% |
| Admin fee / account holder | $19 | $106-82.5% | $8,357-99.8% | $95-80.3% |