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 | $70,197 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $39,841 |
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 | $60,872 | $57,610+5.7% | $154,803-60.7% | $102,872-40.8% |
| Participation rate | 35.0% | 59.5%-24.4pp | 78.1%-43.1pp | 73.0%-38.0pp |
| Annual return | 13.64% | 30.49%-16.8pp | 58.88%-45.2pp | 19.06%-5.4pp |
| Employer contribution / active EE | $2,403 | $1,883+27.6% | $4,305-44.2% | $3,526-31.9% |
| Participant deferral / active EE | $1,019 | $2,914-65.0% | $5,540-81.6% | $5,535-81.6% |
| Admin fee / account holder | $199 | $368-45.9% | $14,329-98.6% | $292-31.9% |