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 71-0294708 | Other Services | $9,933 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,978 | $79,124-44.4% | $60,874-27.8% | $64,808-32.1% |
| Participation rate | 90.8% | 77.7%+13.1pp | 73.1%+17.7pp | 71.5%+19.3pp |
| Annual return | -15.23% | -7.13%-8.1pp | 16.90%-32.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,668 | $3,050-12.5% | $2,701-1.2% | $2,506+6.5% |
| Participant deferral / active EE | $7,778 | $3,725+108.8% | $3,817+103.8% | $4,310+80.5% |
| Admin fee / account holder | $14 | $106-86.4% | $3,224-99.6% | $188-92.4% |