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 Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $237 |
WISS & COMPANY, LLP2 years Filed as: WISS AND COMPANY, LLP Service code 10 · EIN 22-1732349 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,610 | $72,277-86.7% | $101,248-90.5% | $79,858-88.0% |
| Participation rate | 32.6% | 68.5%-35.9pp | 75.8%-43.2pp | 69.6%-37.1pp |
| Annual return | 14.89% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,588 | $3,282-51.6% | $4,370-63.7% | $3,740-57.5% |
| Admin fee / account holder | $135 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |