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 | $105,276 |
MORNINGSTAR3 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 | $34,695 | $54,193-36.0% | $93,654-63.0% | $77,671-55.3% |
| Participation rate | 93.3% | 63.9%+29.3pp | 68.7%+24.5pp | 70.6%+22.7pp |
| Annual return | 12.17% | 30.54%-18.4pp | 133.34%-121.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,168 | $1,1680% | $2,421-51.8% | $2,726-57.2% |
| Participant deferral / active EE | $4,848 | $3,144+54.2% | $4,413+9.9% | $4,648+4.3% |
| Admin fee / account holder | $132 | $576-77.1% | $8,282-98.4% | $430-69.4% |