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 | $46,557 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,427 | $77,503+216.7% | $100,391+144.5% | $80,856+203.5% |
| Participation rate | 86.9% | 76.9%+10.0pp | 81.5%+5.4pp | 67.6%+19.3pp |
| Annual return | 19.01% | 37.20%-18.2pp | 49.20%-30.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $7,928 | $2,801+183.1% | $3,942+101.1% | $2,755+187.8% |
| Participant deferral / active EE | $17,747 | $6,820+160.2% | $8,082+119.6% | $4,296+313.1% |
| Admin fee / account holder | $323 | $5,897-94.5% | $7,899-95.9% | $6,918-95.3% |