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 | $77,523+216.6% | $100,383+144.5% | $80,874+203.5% |
| Participation rate | 86.9% | 77.0%+10.0pp | 81.5%+5.4pp | 67.6%+19.3pp |
| Annual return | 19.01% | 37.21%-18.2pp | 49.26%-30.3pp | 35.62%-16.6pp |
| Employer contribution / active EE | $7,928 | $2,801+183.0% | $3,944+101.0% | $2,756+187.7% |
| Participant deferral / active EE | $17,747 | $6,822+160.2% | $8,086+119.5% | $4,297+313.0% |
| Admin fee / account holder | $323 | $5,899-94.5% | $7,900-95.9% | $6,935-95.3% |