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 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $128,434 | $76,000+69.0% | $154,107-16.7% | $64,186+100.1% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.9pp | 69.6%+25.3pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,849 | $3,351+104.4% | $5,298+29.3% | $2,381+187.7% |
| Participant deferral / active EE | $6,921 | $3,175+118.0% | $5,081+36.2% | $3,470+99.5% |
| Admin fee / account holder | $35 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |