Filed November 12, 2020
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) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,926 | $63,924-26.6% | $108,579-56.8% | $55,167-14.9% |
| Participation rate | 99.1% | 74.3%+24.7pp | 79.6%+19.5pp | 69.0%+30.1pp |
| Annual return | 5.94% | 15.31%-9.4pp | -51.70%+57.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,285 | $1,879+74.8% | $3,758-12.6% | $1,963+67.4% |
| Participant deferral / active EE | $922 | $3,067-69.9% | $4,311-78.6% | $3,054-69.8% |
| Admin fee / account holder | $11 | $618-98.3% | $7,645-99.9% | $504-97.9% |