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 | $38,481 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $19,940 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $55,415-46.1% | $155,509-80.8% | $74,495-59.9% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.3pp |
| Annual return | 16.72% | 268.50%-251.8pp | 64.67%-47.9pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $940 | $2,267-58.5% | $4,672-79.9% | $2,623-64.2% |
| Participant deferral / active EE | $3,304 | $2,836+16.5% | $5,626-41.3% | $4,346-24.0% |
| Admin fee / account holder | $223 | $1,738-87.2% | $15,912-98.6% | $1,942-88.5% |