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 9-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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINNSTAR INVESTEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,489 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 49 · EIN 13-4238973 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,525 | $60,323+35.1% | $81,812-0.3% | $74,495+9.4% |
| Participation rate | 88.0% | 62.9%+25.2pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 14.90% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,111 | $2,620-19.4% | $2,912-27.5% | $2,623-19.5% |
| Participant deferral / active EE | $7,107 | $3,387+109.8% | $4,319+64.6% | $4,346+63.5% |
| Admin fee / account holder | $94 | $1,486-93.7% | $7,386-98.7% | $1,942-95.1% |