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 13 · EIN 42-0127290 | Contract Administrator | $3,278 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 34-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,021 | $61,272-60.8% | $149,673-84.0% | $71,457-66.4% |
| Participation rate | 72.7% | 62.5%+10.2pp | 78.8%-6.0pp | 67.9%+4.8pp |
| Annual return | 28.25% | 35.85%-7.6pp | 134.42%-106.2pp | 28.85%-0.6pp |
| Employer contribution / active EE | $594 | $2,378-75.0% | $4,818-87.7% | $2,588-77.1% |
| Participant deferral / active EE | $2,318 | $2,917-20.5% | $5,680-59.2% | $4,289-46.0% |
| Admin fee / account holder | $15 | $1,261-98.8% | $13,210-99.9% | $1,587-99.0% |