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 |
|---|---|---|
BARCLAY PLANNING GROUP7+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $63,660 |
BARCLAY PLANNING GROUP1 year Filed as: BARCLAY PLANNING GROUP LLC Service code 49 | Other Services | $11,861 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,193 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $3,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,855 | $79,124-72.4% | $60,874-64.1% | $64,808-66.3% |
| Participation rate | 83.0% | 77.7%+5.2pp | 73.1%+9.9pp | 71.5%+11.5pp |
| Annual return | 2.68% | -7.13%+9.8pp | 16.90%-14.2pp | 32.82%-30.1pp |
| Employer contribution / active EE | $1,608 | $3,050-47.3% | $2,701-40.5% | $2,506-35.8% |
| Participant deferral / active EE | $1,611 | $3,725-56.8% | $3,817-57.8% | $4,310-62.6% |
| Admin fee / account holder | $20 | $106-80.9% | $3,224-99.4% | $188-89.3% |