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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,334 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,717 | $95,274+19.4% | $135,903-16.3% | $74,419+52.8% |
| Participation rate | 93.3% | 78.2%+15.1pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 18.09% | 32.77%-14.7pp | 68.23%-50.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,110 | $3,874-45.5% | $4,856-56.6% | $2,637-20.0% |
| Participant deferral / active EE | $10,163 | $7,782+30.6% | $7,758+31.0% | $4,528+124.5% |
| Admin fee / account holder | $22 | $266-91.6% | $10,762-99.8% | $348-93.5% |