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 | $80,731+185.8% | $103,374+123.2% | $74,546+209.6% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 14.34% | 27.56%-13.2pp | 24.89%-10.5pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,575 | $3,158+44.9% | $3,869+18.2% | $2,624+74.3% |
| Participant deferral / active EE | $14,129 | $3,860+266.0% | $5,058+179.4% | $4,347+225.0% |
| Admin fee / account holder | $603 | $2,369-74.5% | $8,394-92.8% | $1,944-69.0% |