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) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,202 | $46,297-67.2% | $71,671-78.8% | $62,292-75.6% |
| Participation rate | 43.9% | 60.6%-16.8pp | 68.7%-24.9pp | 69.5%-25.6pp |
| Annual return | 14.74% | 22.32%-7.6pp | 20.65%-5.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $986 | $2,235-55.9% | $3,438-71.3% | $3,169-68.9% |
| Admin fee / account holder | $16 | $461-96.5% | $5,558-99.7% | $479-96.7% |