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 26 · EIN 71-0294708 | Advisory (Participants) | $20,915 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $14,352 |
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 | $139,765 | $63,905+118.7% | $74,183+88.4% | $57,658+142.4% |
| Participation rate | 92.2% | 79.8%+12.5pp | 76.6%+15.6pp | 70.2%+22.0pp |
| Annual return | 8.18% | 60.60%-52.4pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,905 | $1,840+57.9% | $2,370+22.6% | $1,974+47.2% |
| Participant deferral / active EE | $8,300 | $3,448+140.7% | $3,550+133.8% | $3,061+171.2% |
| Admin fee / account holder | $82 | $91-10.4% | $5,586-98.5% | $95-13.6% |