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) | $26,685 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,985 |
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 | $69,657 | $55,449+25.6% | $83,848-16.9% | $56,287+23.8% |
| Participation rate | 96.2% | 68.0%+28.2pp | 76.1%+20.0pp | 69.9%+26.3pp |
| Annual return | -3.42% | -1.38%-2.0pp | 850.88%-854.3pp | -9.96%+6.5pp |
| Employer contribution / active EE | $4,450 | $2,430+83.1% | $3,631+22.6% | $2,111+110.8% |
| Participant deferral / active EE | $5,492 | $2,935+87.1% | $4,082+34.6% | $3,350+64.0% |
| Admin fee / account holder | $34 | $656-94.9% | $5,478-99.4% | $521-93.6% |