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) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,302 | $66,528-21.4% | $86,874-39.8% | $86,799-39.7% |
| Participation rate | 6.4% | 72.4%-65.9pp | 71.6%-65.2pp | 72.3%-65.9pp |
| Annual return | 7.49% | 19.56%-12.1pp | 63.52%-56.0pp | 97.91%-90.4pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $283 | $3,240-91.3% | $3,699-92.4% | $4,131-93.2% |
| Admin fee / account holder | $322 | $148+117.7% | $5,828-94.5% | $170+90.1% |