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 |
|---|---|---|
BETTE KARPIN4 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $27,031 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,921 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,740 | $88,507-5.4% | $98,442-14.9% | - |
| Participation rate | 75.8% | 61.4%+14.4pp | 73.3%+2.4pp | - |
| Annual return | 14.27% | 11.96%+2.3pp | 1492.73%-1478.5pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,960-100.0% | - |
| Participant deferral / active EE | $2,644 | $2,583+2.4% | $4,276-38.2% | - |
| Admin fee / account holder | $303 | $5,313-94.3% | $5,949-94.9% | - |