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 |
|---|---|---|
MORNINGSTAR2 years 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 | $29,992 | $99,016-69.7% | $93,789-68.0% | $66,914-55.2% |
| Participation rate | 78.8% | 82.1%-3.4pp | 81.0%-2.2pp | 69.8%+9.0pp |
| Annual return | -7.60% | -14.59%+7.0pp | -11.33%+3.7pp | 1.58%-9.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,323-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,330 | $6,689-80.1% | $6,094-78.2% | $4,237-68.6% |
| Admin fee / account holder | $78 | $477-83.6% | $7,195-98.9% | $593-86.8% |