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) | $36,987 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $31,062 |
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 | $112,017 | $46,173+142.6% | $170,442-34.3% | $69,631+60.9% |
| Participation rate | 90.5% | 63.9%+26.6pp | 83.6%+6.9pp | 70.7%+19.8pp |
| Annual return | 17.96% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,950 | $1,610+83.3% | $5,433-45.7% | $2,032+45.2% |
| Participant deferral / active EE | $6,239 | $2,080+199.9% | $4,939+26.3% | $3,224+93.5% |
| Admin fee / account holder | $9 | $116-92.3% | $13,880-99.9% | $110-91.9% |