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 9-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 26 · EIN 36-3297908 | Advisory (Participants) | $12,438 |
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 | $112,997 | $122,709-7.9% | $88,497+27.7% | $57,658+96.0% |
| Participation rate | 79.2% | 89.9%-10.7pp | 82.4%-3.2pp | 70.2%+9.0pp |
| Annual return | 51.54% | 10.63%+40.9pp | 7.63%+43.9pp | 5.13%+46.4pp |
| Employer contribution / active EE | $2,915 | $4,531-35.7% | $4,036-27.8% | $1,974+47.7% |
| Participant deferral / active EE | $5,340 | $6,704-20.3% | $4,899+9.0% | $3,061+74.5% |
| Admin fee / account holder | $82 | $93-12.0% | $6,220-98.7% | $95-13.8% |