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 KARPIN6 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $23,041 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,189 |
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $5,189 |
Employer contribution per participant 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 | $65,109 | $58,264+11.7% | $86,612-24.8% | $71,457-8.9% |
| Participation rate | 82.1% | 65.0%+17.1pp | 71.7%+10.4pp | 67.9%+14.1pp |
| Annual return | 20.69% | 21.63%-0.9pp | 591.07%-570.4pp | 28.85%-8.2pp |
| Employer contribution / active EE | $256 | $2,574-90.0% | $3,022-91.5% | $2,588-90.1% |
| Participant deferral / active EE | $2,584 | $3,436-24.8% | $4,438-41.8% | $4,289-39.8% |
| Admin fee / account holder | $238 | $1,057-77.5% | $5,614-95.8% | $1,587-85.0% |