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 | $19,485 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,328 | $122,239-13.8% | $184,203-42.8% | $74,495+41.4% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.5pp |
| Annual return | 11.88% | 19.95%-8.1pp | 28.81%-16.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,950 | $4,537+9.1% | $6,427-23.0% | $2,623+88.7% |
| Participant deferral / active EE | $5,554 | $7,139-22.2% | $9,131-39.2% | $4,346+27.8% |
| Admin fee / account holder | $109 | $1,260-91.4% | $13,901-99.2% | $1,942-94.4% |