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 26 · EIN 36-4317381 | Advisory (Participants) | $11,882 |
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 | $90,614 | $52,293+73.3% | $178,490-49.2% | $73,409+23.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 26.56% | 34.75%-8.2pp | 151.07%-124.5pp | 59.29%-32.7pp |
| Employer contribution / active EE | $8,091 | $1,735+366.2% | $5,011+61.5% | $2,234+262.2% |
| Participant deferral / active EE | $5,666 | $2,332+143.0% | $5,202+8.9% | $3,805+48.9% |
| Admin fee / account holder | $101 | $127-20.8% | $13,984-99.3% | $158-36.1% |