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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,241 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,910 | $82,202+9.4% | $125,339-28.3% | $64,808+38.7% |
| Participation rate | 89.3% | 77.9%+11.5pp | 82.4%+7.0pp | 71.5%+17.9pp |
| Annual return | -14.19% | 3.48%-17.7pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $4,814-58.1% | $2,506-19.5% |
| Participant deferral / active EE | $8,770 | $7,175+22.2% | $7,446+17.8% | $4,310+103.5% |
| Admin fee / account holder | $17 | $163-89.7% | $10,010-99.8% | $188-91.0% |