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 | $39,439 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,066 |
MORNINGSTAR2 years 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.
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 | $42,514 | $91,407-53.5% | $135,903-68.7% | $71,457-40.5% |
| Participation rate | 67.1% | 75.7%-8.5pp | 81.9%-14.8pp | 67.9%-0.8pp |
| Annual return | 13.96% | 29.90%-15.9pp | 68.23%-54.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,367 | $3,703-63.1% | $4,856-71.8% | $2,588-47.2% |
| Participant deferral / active EE | $3,641 | $7,092-48.7% | $7,758-53.1% | $4,289-15.1% |
| Admin fee / account holder | $166 | $1,266-86.9% | $10,762-98.5% | $1,587-89.5% |