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 26 · EIN 71-0294708 | Advisory (Participants) | $23,587 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $8,207 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,670 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,402 | $130,194-38.2% | $169,993-52.7% | $71,457+12.5% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 16.29% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,162 | $4,381-27.8% | $6,785-53.4% | $2,588+22.2% |
| Participant deferral / active EE | $5,370 | $6,923-22.4% | $10,408-48.4% | $4,289+25.2% |
| Admin fee / account holder | $77 | $966-92.0% | $12,815-99.4% | $1,587-95.1% |