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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $15,934 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,396 |
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 | $111,843 | $54,320+105.9% | $67,652+65.3% | $52,331+113.7% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.7pp | 68.1%+31.3pp |
| Annual return | 3.04% | 6.81%-3.8pp | 6625.04%-6622.0pp | 4.54%-1.5pp |
| Employer contribution / active EE | $2,300 | $1,544+49.0% | $2,266+1.5% | $1,882+22.2% |
| Participant deferral / active EE | $6,477 | $2,950+119.6% | $3,560+82.0% | $3,022+114.3% |
| Admin fee / account holder | $60 | $527-88.7% | $4,821-98.8% | $592-89.9% |