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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,030 |
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 | $33,877 | $73,638-54.0% | $95,952-64.7% | $73,488-53.9% |
| Participation rate | 93.1% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 15.61% | 16.78%-1.2pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $611 | $1,863-67.2% | $2,541-76.0% | $2,270-73.1% |
| Participant deferral / active EE | $2,313 | $3,617-36.0% | $4,167-44.5% | $3,740-38.1% |
| Admin fee / account holder | $68 | $482-85.9% | $6,795-99.0% | $513-86.7% |