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) | $13,187 |
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 | $139,098 | $91,051+52.8% | $88,497+57.2% | $55,167+152.1% |
| Participation rate | 81.5% | 79.5%+2.0pp | 82.4%-0.9pp | 69.0%+12.5pp |
| Annual return | 7.51% | 9.63%-2.1pp | 7.63%-0.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,606 | $3,430-24.0% | $4,036-35.4% | $1,963+32.8% |
| Participant deferral / active EE | $7,469 | $4,954+50.8% | $4,899+52.5% | $3,054+144.6% |
| Admin fee / account holder | $17 | $539-96.9% | $6,220-99.7% | $504-96.7% |