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) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,914 | $46,966-53.3% | $185,117-88.2% | $69,631-68.5% |
| Participation rate | 52.8% | 65.3%-12.4pp | 77.3%-24.4pp | 70.7%-17.8pp |
| Annual return | 19.62% | 22.36%-2.7pp | 40.50%-20.9pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,066 | $1,360-21.6% | $4,182-74.5% | $2,032-47.5% |
| Participant deferral / active EE | $1,749 | $3,017-42.0% | $5,045-65.3% | $3,224-45.7% |
| Admin fee / account holder | $41 | $94-56.6% | $8,159-99.5% | $110-63.1% |