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 17 · EIN 13-5674085 | Pension Consulting | $20,431 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,575 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,950 | $65,561-66.5% | $91,541-76.0% | $74,304-70.5% |
| Participation rate | 98.7% | 56.6%+42.1pp | 69.8%+28.9pp | 60.3%+38.3pp |
| Annual return | 21.18% | 17.68%+3.5pp | 20.50%+0.7pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,633 | $1,717-4.9% | $2,505-34.8% | $2,241-27.1% |
| Participant deferral / active EE | $2,462 | $2,918-15.6% | $4,008-38.6% | $3,767-34.7% |
| Admin fee / account holder | $211 | $3,333-93.7% | $6,956-97.0% | $2,969-92.9% |