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 | $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% | - |