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 9-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 |
|---|---|---|
MORNINGSTAR7+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $69 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,681 | $26,549-52.2% | $61,373-79.3% | $66,914-81.0% |
| Participation rate | 13.4% | 38.1%-24.7pp | 52.6%-39.2pp | 69.8%-56.4pp |
| Annual return | -9.68% | -16.21%+6.5pp | 338.61%-348.3pp | 1.58%-11.3pp |
| Employer contribution / active EE | $156 | $651-76.1% | $1,159-86.6% | $2,544-93.9% |
| Participant deferral / active EE | $266 | $1,338-80.2% | $2,125-87.5% | $4,237-93.7% |
| Admin fee / account holder | $28 | $409-93.2% | $2,130-98.7% | $593-95.3% |