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 7-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 15 · EIN 16-1450952 | Recordkeeping | $93,036 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $46,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,270 | $50,815+8.8% | $155,509-64.5% | $77,643-28.8% |
| Participation rate | 36.3% | 63.1%-26.8pp | 78.2%-41.9pp | 70.6%-34.3pp |
| Annual return | 12.22% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,182 | $1,993+9.5% | $4,672-53.3% | $2,726-19.9% |
| Participant deferral / active EE | $993 | $2,822-64.8% | $5,626-82.3% | $4,647-78.6% |
| Admin fee / account holder | $277 | $437-36.5% | $15,912-98.3% | $430-35.6% |