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 KARPIN5 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $23,232 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,216 |
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $5,216 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,859 | $51,197+15.0% | $82,719-28.8% | $66,914-12.0% |
| Participation rate | 72.8% | 67.8%+5.0pp | 72.6%+0.3pp | 69.8%+3.0pp |
| Annual return | -19.94% | -9.64%-10.3pp | 701.18%-721.1pp | 1.58%-21.5pp |
| Employer contribution / active EE | $263 | $2,611-89.9% | $3,009-91.3% | $2,544-89.7% |
| Participant deferral / active EE | $2,288 | $3,458-33.8% | $4,395-48.0% | $4,237-46.0% |
| Admin fee / account holder | $251 | $416-39.5% | $5,329-95.3% | $593-57.6% |