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 27 · EIN 71-0294708 | Advisory (Plan) | $23,280 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,030 |
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 | $81,725 | $52,884+54.5% | $84,750-3.6% | $55,167+48.1% |
| Participation rate | 78.4% | 67.5%+10.9pp | 76.6%+1.8pp | 69.0%+9.4pp |
| Annual return | 7.58% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $6,347 | $2,233+184.2% | $3,574+77.6% | $1,963+223.4% |
| Participant deferral / active EE | $8,329 | $2,644+215.0% | $3,712+124.4% | $3,054+172.7% |
| Admin fee / account holder | $27 | $581-95.3% | $5,332-99.5% | $504-94.6% |