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) | $12,318 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,518 |
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 | $97,683 | $41,281+136.6% | $109,313-10.6% | $57,658+69.4% |
| Participation rate | 44.4% | 59.3%-14.9pp | 71.3%-26.8pp | 70.2%-25.8pp |
| Annual return | 7.53% | 8.97%-1.4pp | 22.07%-14.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $399 | $1,201-66.8% | $3,892-89.8% | $1,974-79.8% |
| Participant deferral / active EE | $3,054 | $2,223+37.3% | $3,166-3.6% | $3,061-0.2% |
| Admin fee / account holder | $63 | $75-15.9% | $5,666-98.9% | $95-33.1% |