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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,687 | $42,582-51.4% | $171,082-87.9% | $57,658-64.1% |
| Participation rate | 51.2% | 63.9%-12.7pp | 76.7%-25.5pp | 70.2%-19.1pp |
| Annual return | 19.28% | 308.67%-289.4pp | 32.56%-13.3pp | 5.13%+14.2pp |
| Employer contribution / active EE | $918 | $1,306-29.7% | $4,002-77.1% | $1,974-53.5% |
| Participant deferral / active EE | $1,600 | $2,933-45.4% | $4,797-66.6% | $3,061-47.7% |
| Admin fee / account holder | $31 | $82-61.9% | $8,520-99.6% | $95-66.8% |