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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $337 |
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 | $11,459 | $28,416-59.7% | $73,545-84.4% | $69,631-83.5% |
| Participation rate | 34.5% | 38.3%-3.9pp | 54.9%-20.5pp | 70.7%-36.2pp |
| Annual return | 17.15% | -694.13%+711.3pp | -15.16%+32.3pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $290 | $430-32.6% | $1,219-76.2% | $2,032-85.7% |
| Participant deferral / active EE | $979 | $897+9.2% | $1,806-45.8% | $3,224-69.6% |
| Admin fee / account holder | $59 | $104-43.9% | $2,320-97.5% | $110-47.0% |