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 27 · EIN 71-0294708 | Advisory (Plan) | $12,905 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,955 |
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 | $105,716 | $73,102+44.6% | $123,544-14.4% | $56,287+87.8% |
| Participation rate | 83.7% | 74.3%+9.3pp | 82.3%+1.4pp | 69.9%+13.8pp |
| Annual return | -5.85% | 3.01%-8.9pp | 119.20%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,197 | $2,977+7.4% | $4,628-30.9% | $2,111+51.5% |
| Participant deferral / active EE | $8,485 | $5,423+56.5% | $6,426+32.1% | $3,350+153.3% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |