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 9-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) | $9,452 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,302 |
WHITTLESEY PC1+ years Filed as: WHITTLESEY & HADLEY, P.C. Service code 99 · EIN 06-0903326 | Other Fees | $5,000 |
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 | $52,634 | $68,413-23.1% | $123,104-57.2% | $55,191-4.6% |
| Participation rate | 84.7% | 84.5%+0.2pp | 86.8%-2.1pp | 69.2%+15.5pp |
| Annual return | 1.60% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,149 | $3,050-29.6% | $5,151-58.3% | $1,899+13.2% |
| Participant deferral / active EE | $3,148 | $4,490-29.9% | $6,230-49.5% | $3,046+3.4% |
| Admin fee / account holder | $4 | $88-95.9% | $9,015-100.0% | $91-96.0% |