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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,274 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,829 | $62,324-63.4% | $68,509-66.7% | $55,191-58.6% |
| Participation rate | 83.0% | 78.9%+4.1pp | 74.7%+8.3pp | 69.2%+13.9pp |
| Annual return | -1.17% | 4.26%-5.4pp | 8.27%-9.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,516 | $2,223+13.2% | $2,278+10.4% | $1,899+32.5% |
| Participant deferral / active EE | $5,631 | $3,425+64.4% | $3,382+66.5% | $3,046+84.8% |
| Admin fee / account holder | $56 | $91-38.8% | $5,275-98.9% | $91-38.4% |