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) | $7,578 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,778 |
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 | $59,211 | $60,165-1.6% | $74,183-20.2% | $55,167+7.3% |
| Participation rate | 94.1% | 74.2%+20.0pp | 76.6%+17.5pp | 69.0%+25.1pp |
| Annual return | 8.54% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,967 | $1,600+85.5% | $2,370+25.2% | $1,963+51.2% |
| Participant deferral / active EE | $2,403 | $2,973-19.2% | $3,550-32.3% | $3,054-21.3% |
| Admin fee / account holder | $9 | $419-98.0% | $5,586-99.8% | $504-98.3% |