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 |
|---|---|---|
MORNINGSTAR4 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $94 |
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 | $40,025 | $52,953-24.4% | $172,739-76.8% | $65,185-38.6% |
| Participation rate | 91.2% | 66.2%+25.0pp | 82.6%+8.5pp | 70.2%+21.0pp |
| Annual return | 24.93% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $846 | $2,190-61.4% | $5,143-83.6% | $2,177-61.1% |
| Participant deferral / active EE | $2,518 | $2,471+1.9% | $5,198-51.5% | $3,514-28.3% |
| Admin fee / account holder | $22 | $472-95.2% | $13,954-99.8% | $847-97.4% |