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 | $37,432 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $17,260 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,144 | $82,202-49.9% | $125,339-67.2% | $64,808-36.5% |
| Participation rate | 50.4% | 77.9%-27.5pp | 82.4%-32.0pp | 71.5%-21.1pp |
| Annual return | 0.52% | 3.48%-3.0pp | 572.05%-571.5pp | 32.82%-32.3pp |
| Employer contribution / active EE | $1,517 | $3,615-58.0% | $4,814-68.5% | $2,506-39.4% |
| Participant deferral / active EE | $3,814 | $7,175-46.8% | $7,446-48.8% | $4,310-11.5% |
| Admin fee / account holder | $166 | $163+1.9% | $10,010-98.3% | $188-11.4% |