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 |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,323 | $50,385+41.6% | $75,670-5.7% | $62,292+14.5% |
| Participation rate | 47.5% | 67.7%-20.2pp | 72.3%-24.9pp | 69.5%-22.0pp |
| Annual return | 13.76% | 19.90%-6.1pp | 27.34%-13.6pp | 28.90%-15.1pp |
| Employer contribution / active EE | $350 | $1,537-77.2% | $2,352-85.1% | $2,042-82.8% |
| Participant deferral / active EE | $1,259 | $2,445-48.5% | $3,142-59.9% | $3,169-60.3% |
| Admin fee / account holder | $5 | $384-98.6% | $5,800-99.9% | $479-98.9% |