See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,247 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,261 | $104,475+69.7% | $159,436+11.2% | $79,386+123.3% |
| Participation rate | 75.7% | 76.6%-1.0pp | 82.8%-7.2pp | 70.7%+5.0pp |
| Annual return | 16.88% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $2,778 | $3,417-18.7% | $4,829-42.5% | $2,427+14.4% |
| Participant deferral / active EE | $8,377 | $6,467+29.5% | $7,352+13.9% | $4,046+107.1% |
| Admin fee / account holder | $15 | $711-97.9% | $10,799-99.9% | $626-97.7% |