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) | $3,809 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,732 |
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 | $42,965 | $80,753-46.8% | $136,294-68.5% | $62,292-31.0% |
| Participation rate | 90.8% | 73.5%+17.2pp | 81.9%+8.9pp | 69.5%+21.3pp |
| Annual return | 27.21% | 35.83%-8.6pp | 5155.94%-5128.7pp | 28.90%-1.7pp |
| Employer contribution / active EE | $2,013 | $2,884-30.2% | $4,695-57.1% | $2,042-1.4% |
| Participant deferral / active EE | $6,080 | $5,164+17.7% | $6,247-2.7% | $3,169+91.9% |
| Admin fee / account holder | $45 | $525-91.4% | $9,243-99.5% | $479-90.6% |