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 | $69,475 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,953 |
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.
Employer contribution per participant 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 | $87,013 | $88,982-2.2% | $102,438-15.1% | $77,671+12.0% |
| Participation rate | 64.2% | 80.9%-16.7pp | 76.5%-12.3pp | 70.6%-6.4pp |
| Annual return | 12.81% | 25.01%-12.2pp | 29.37%-16.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $509 | $2,698-81.1% | $3,024-83.2% | $2,726-81.3% |
| Participant deferral / active EE | $3,114 | $5,144-39.5% | $5,054-38.4% | $4,648-33.0% |
| Admin fee / account holder | $240 | $236+2.1% | $9,448-97.5% | $430-44.1% |