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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,273 |
Service code 99 · EIN 61-1495162 | Other Fees | $8,119 |
SMOAK, DAVIS & NIXON LLP1 year Filed as: SMOAK DAVIS AND NIXON LLP Service code 99 · EIN 11-1000111 | Other Fees | $5,991 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,643 | $42,353-4.0% | $79,550-48.9% | $64,808-37.3% |
| Participation rate | 97.0% | 64.8%+32.2pp | 69.5%+27.5pp | 71.5%+25.5pp |
| Annual return | -13.76% | -12.24%-1.5pp | 0.16%-13.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,175 | $1,181-0.5% | $2,413-51.3% | $2,506-53.1% |
| Participant deferral / active EE | $5,152 | $3,170+62.5% | $3,985+29.3% | $4,310+19.5% |
| Admin fee / account holder | $82 | $160-48.6% | $6,832-98.8% | $188-56.3% |