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 26 · EIN 36-4317381 | Advisory (Participants) | $4,473 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $604 |
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 | $125,532 | $64,909+93.4% | $82,313+52.5% | $62,292+101.5% |
| Participation rate | 86.3% | 74.9%+11.4pp | 76.9%+9.4pp | 69.5%+16.8pp |
| Annual return | 16.01% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,785 | $1,676+6.5% | $2,428-26.5% | $2,042-12.6% |
| Participant deferral / active EE | $6,682 | $3,103+115.3% | $3,706+80.3% | $3,169+110.8% |
| Admin fee / account holder | $22 | $440-95.0% | $5,608-99.6% | $479-95.4% |