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 7-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 | $60,900 |
BLUEPRINT FINANCIAL4 years Service code 27 · EIN 26-0811222 | Advisory (Plan) | $25,000 |
MORNINGSTAR3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,327 | $57,831+2.6% | $82,389-28.0% | $85,563-30.7% |
| Participation rate | 57.1% | 55.0%+2.2pp | 69.5%-12.4pp | 66.0%-8.8pp |
| Annual return | 15.06% | 17.86%-2.8pp | 28.67%-13.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $653 | $1,643-60.3% | $2,517-74.1% | $2,654-75.4% |
| Participant deferral / active EE | $2,178 | $3,118-30.1% | $4,155-47.6% | $4,375-50.2% |
| Admin fee / account holder | $322 | $1,391-76.8% | $7,231-95.5% | $834-61.4% |