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 | $22,594 |
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 13 · EIN 36-3533281 | Contract Administrator | $14,360 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $18,955 | $61,272-69.1% | $149,673-87.3% | $71,457-73.5% |
| Participation rate | 94.5% | 62.5%+32.0pp | 78.8%+15.8pp | 67.9%+26.6pp |
| Annual return | 11.07% | 35.85%-24.8pp | 134.42%-123.3pp | 28.85%-17.8pp |
| Employer contribution / active EE | $694 | $2,378-70.8% | $4,818-85.6% | $2,588-73.2% |
| Participant deferral / active EE | $1,476 | $2,917-49.4% | $5,680-74.0% | $4,289-65.6% |
| Admin fee / account holder | $103 | $1,261-91.8% | $13,210-99.2% | $1,587-93.5% |