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) | $312 |
THE PRESTON PARTNERSHIP2+ years Service code 99 · EIN 58-2596220 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,903 | $76,552-41.3% | $123,892-63.8% | $62,891-28.6% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,375 | $2,883-52.3% | $4,617-70.2% | $2,281-39.7% |
| Participant deferral / active EE | $9,177 | $4,840+89.6% | $5,984+53.4% | $3,203+186.5% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |