See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,714 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,016 | $92,971-90.3% | $96,683-90.7% | $74,419-87.9% |
| Participation rate | 83.2% | 71.5%+11.7pp | 74.3%+8.9pp | 70.7%+12.5pp |
| Annual return | 17.24% | 37.49%-20.2pp | 35.69%-18.5pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,065 | $3,970-48.0% | $4,878-57.7% | $4,528-54.4% |
| Admin fee / account holder | $10 | $633-98.4% | $6,730-99.8% | $348-97.0% |