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 27 · EIN 36-4291971 | Advisory (Plan) | $28,741 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,198 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,061 | $69,763+77.8% | $67,502+83.8% | $74,495+66.5% |
| Participation rate | 57.6% | 71.4%-13.7pp | 72.9%-15.3pp | 67.2%-9.6pp |
| Annual return | 14.28% | -40.34%+54.6pp | 3512.12%-3497.8pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,792 | $2,704-33.7% | $2,731-34.4% | $2,623-31.7% |
| Participant deferral / active EE | $4,300 | $3,636+18.3% | $4,000+7.5% | $4,346-1.0% |
| Admin fee / account holder | $278 | $896-68.9% | $3,998-93.0% | $1,942-85.7% |