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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 25 · EIN 71-0294708 | Directed Trustee | $0 |
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 | $63,228 | $56,287+12.3% | $54,726+15.5% | $56,287+12.3% |
| Participation rate | 82.6% | 69.9%+12.7pp | 79.1%+3.5pp | 69.9%+12.7pp |
| Annual return | -4.77% | -9.96%+5.2pp | -4.56%-0.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,630 | $2,111+24.6% | $3,449-23.8% | $2,111+24.6% |
| Participant deferral / active EE | $4,940 | $3,350+47.5% | $3,953+25.0% | $3,350+47.5% |
| Admin fee / account holder | $3 | $521-99.3% | $3,818-99.9% | $521-99.3% |