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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $36,659 | $133,040-72.4% | $119,258-69.3% | $79,386-53.8% |
| Participation rate | 78.1% | 80.9%-2.8pp | 82.7%-4.6pp | 70.7%+7.4pp |
| Annual return | 13.97% | 20.05%-6.1pp | 30.69%-16.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $4,390-100.0% | $4,384-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,378 | $6,448-78.6% | $6,111-77.4% | $4,046-65.9% |
| Admin fee / account holder | $75 | $686-89.1% | $7,226-99.0% | $626-88.1% |