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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,789 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,238 | $65,241+59.8% | $126,539-17.6% | $85,563+21.8% |
| Participation rate | 33.3% | 48.6%-15.3pp | 69.8%-36.5pp | 66.0%-32.6pp |
| Annual return | 15.54% | 42.19%-26.6pp | 425.95%-410.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $332 | $1,937-82.9% | $3,674-91.0% | $2,654-87.5% |
| Participant deferral / active EE | $1,599 | $3,032-47.3% | $4,083-60.8% | $4,375-63.5% |
| Admin fee / account holder | $277 | $1,031-73.2% | $6,065-95.4% | $834-66.8% |