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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,462 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,313 | $82,978+237.8% | $129,995+115.6% | $71,457+292.3% |
| Participation rate | 95.0% | 74.1%+21.0pp | 78.5%+16.5pp | 67.9%+27.1pp |
| Annual return | 16.75% | 20.60%-3.8pp | -137.18%+153.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,546 | $2,622+35.3% | $4,320-17.9% | $2,588+37.0% |
| Participant deferral / active EE | $8,981 | $4,432+102.7% | $5,820+54.3% | $4,289+109.4% |
| Admin fee / account holder | $455 | $1,729-73.7% | $10,614-95.7% | $1,587-71.4% |