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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,592 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $95,821 | $54,320+76.4% | $67,652+41.6% | $52,331+83.1% |
| Participation rate | 85.0% | 73.6%+11.4pp | 75.7%+9.3pp | 68.1%+16.9pp |
| Annual return | 0.45% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,890 | $1,544+22.4% | $2,266-16.6% | $1,882+0.4% |
| Participant deferral / active EE | $6,972 | $2,950+136.3% | $3,560+95.9% | $3,022+130.7% |
| Admin fee / account holder | $32 | $527-94.0% | $4,821-99.3% | $592-94.6% |