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 | $26,313 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,784 | $132,049-9.3% | $200,582-40.3% | $74,304+61.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 21.85% | 22.22%-0.4pp | 42.33%-20.5pp | 29.43%-7.6pp |
| Employer contribution / active EE | $5,420 | $4,558+18.9% | $6,419-15.6% | $2,241+141.8% |
| Participant deferral / active EE | $6,283 | $7,213-12.9% | $9,331-32.7% | $3,767+66.8% |
| Admin fee / account holder | $145 | $2,405-94.0% | $16,305-99.1% | $2,969-95.1% |