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) | $8,068 |
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 | $84,612 | $62,928+34.5% | $172,739-51.0% | $67,579+25.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 82.12% | 30.36%+51.8pp | 802.84%-720.7pp | 378.56%-296.4pp |
| Employer contribution / active EE | $8,575 | $1,636+424.1% | $5,143+66.7% | $2,148+299.2% |
| Participant deferral / active EE | $4,283 | $2,145+99.7% | $5,198-17.6% | $3,539+21.0% |
| Admin fee / account holder | $205 | $167+23.3% | $13,954-98.5% | $142+44.4% |