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 8-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 | Advisory (Plan) | $369 |
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 | $14,916 | $58,879-74.7% | $178,490-91.6% | $73,488-79.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.92% | 24.86%-9.9pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,744 | $2,236-22.0% | $5,011-65.2% | $2,270-23.2% |
| Participant deferral / active EE | $3,298 | $2,567+28.5% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $15 | $400-96.4% | $13,984-99.9% | $513-97.2% |