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 7-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 | $91,651 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,759 | $80,724+185.9% | $103,333+123.3% | $74,495+209.8% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 14.34% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,575 | $3,157+44.9% | $3,868+18.3% | $2,623+74.4% |
| Participant deferral / active EE | $14,129 | $3,860+266.0% | $5,057+179.4% | $4,346+225.1% |
| Admin fee / account holder | $603 | $2,368-74.5% | $8,355-92.8% | $1,942-68.9% |