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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,429 | $80,177-63.3% | $123,892-76.2% | $57,658-49.0% |
| Participation rate | 69.8% | 74.4%-4.6pp | 81.4%-11.6pp | 70.2%-0.4pp |
| Annual return | 23.67% | 17.90%+5.8pp | 47.52%-23.8pp | 5.13%+18.5pp |
| Employer contribution / active EE | $2,221 | $2,913-23.8% | $4,617-51.9% | $1,974+12.5% |
| Participant deferral / active EE | $6,715 | $5,130+30.9% | $5,984+12.2% | $3,061+119.4% |
| Admin fee / account holder | $94 | $106-11.3% | $8,357-98.9% | $95-0.2% |