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 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $894 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $315 |
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.
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 | $10,191 | $70,669-85.6% | $169,368-94.0% | $75,163-86.4% |
| Participation rate | 74.2% | 64.8%+9.4pp | 77.1%-2.9pp | 67.2%+7.0pp |
| Annual return | 13.34% | 36.36%-23.0pp | 405.60%-392.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $469 | $2,211-78.8% | $4,013-88.3% | $2,670-82.4% |
| Participant deferral / active EE | $2,699 | $4,311-37.4% | $6,221-56.6% | $4,125-34.6% |
| Admin fee / account holder | $15 | $5,402-99.7% | $9,003-99.8% | $5,651-99.7% |