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 |
|---|---|---|
E CRAIG YOUNG1 year Filed as: CRAIG EDMUND BRUNO Service code 99 · EIN 26-0378460 | Other Fees | $5,870 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $554 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,449 | $48,576-74.4% | $169,463-92.7% | $56,287-77.9% |
| Participation rate | 88.8% | 65.8%+23.0pp | 77.8%+11.1pp | 69.9%+19.0pp |
| Annual return | -2.79% | -2.51%-0.3pp | 1.83%-4.6pp | -9.96%+7.2pp |
| Employer contribution / active EE | $877 | $1,559-43.8% | $4,159-78.9% | $2,111-58.5% |
| Participant deferral / active EE | $2,312 | $3,275-29.4% | $5,277-56.2% | $3,350-31.0% |
| Admin fee / account holder | $38 | $435-91.2% | $9,109-99.6% | $521-92.7% |