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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,575 |
WINDHAM BRANNON3 years Service code 99 · EIN 11-1000111 | Other Fees | $13,500 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,797 |
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 | $66,530 | $91,517-27.3% | $101,248-34.3% | $73,409-9.4% |
| Participation rate | 94.6% | 73.8%+20.8pp | 75.8%+18.8pp | 72.2%+22.4pp |
| Annual return | 18.50% | 17.17%+1.3pp | 46.47%-28.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,418 | $2,877-50.7% | $3,660-61.3% | $2,234-36.5% |
| Participant deferral / active EE | $6,748 | $3,338+102.1% | $4,370+54.4% | $3,805+77.3% |
| Admin fee / account holder | $34 | $216-84.3% | $5,945-99.4% | $158-78.5% |