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 | $26,274 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,382 | $111,090-45.6% | $156,263-61.4% | - |
| Participation rate | 99.6% | 75.0%+24.6pp | 78.9%+20.7pp | - |
| Annual return | 21.72% | 16.66%+5.1pp | 59.47%-37.7pp | - |
| Employer contribution / active EE | $3,900 | $2,524+54.5% | $4,333-10.0% | - |
| Participant deferral / active EE | $5,341 | $4,469+19.5% | $6,158-13.3% | - |
| Admin fee / account holder | $95 | $15,012-99.4% | $14,255-99.3% | - |