See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,984 |
MORNINGSTAR3 years 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 | $36,433 | $49,915-27.0% | $154,803-76.5% | $74,304-51.0% |
| Participation rate | 81.9% | 54.0%+27.9pp | 78.1%+3.8pp | 60.3%+21.5pp |
| Annual return | 23.61% | 34.06%-10.4pp | 58.88%-35.3pp | 29.43%-5.8pp |
| Employer contribution / active EE | $2,133 | $1,611+32.4% | $4,305-50.5% | $2,241-4.8% |
| Participant deferral / active EE | $3,796 | $2,255+68.4% | $5,540-31.5% | $3,767+0.8% |
| Admin fee / account holder | $97 | $2,189-95.6% | $14,329-99.3% | $2,969-96.7% |