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) | $0 |
Service code 49 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,186 | $55,472-36.6% | $155,567-77.4% | $74,546-52.8% |
| Participation rate | 30.7% | 61.9%-31.2pp | 78.2%-47.5pp | 67.2%-36.5pp |
| Annual return | 11.62% | 268.72%-257.1pp | 64.74%-53.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $530 | $2,269-76.6% | $4,674-88.7% | $2,624-79.8% |
| Participant deferral / active EE | $1,901 | $2,838-33.0% | $5,628-66.2% | $4,347-56.3% |
| Admin fee / account holder | $59 | $1,743-96.6% | $15,916-99.6% | $1,944-96.9% |