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 |
|---|---|---|
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,476 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,476 |
Service code 49 · EIN 54-1953648 205 VAN BUREN STREET STE 120 · HERNDON, VA 20170 | Other Services | $10,032 |
Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,941 | $95,416+175.6% | $185,823+41.5% | $85,850+206.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.42% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $9,472 | $3,314+185.9% | $5,167+83.3% | $2,565+269.3% |
| Participant deferral / active EE | $7,232 | $3,423+111.3% | $5,568+29.9% | $3,952+83.0% |
| Admin fee / account holder | $71 | $7,213-99.0% | $16,237-99.6% | $6,260-98.9% |