See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,872 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,067 | $119,446-94.9% | $150,045-96.0% | $85,563-92.9% |
| Participation rate | 77.7% | 75.4%+2.2pp | 82.3%-4.7pp | 66.0%+11.7pp |
| Annual return | 23.63% | 23.72%-0.1pp | 62.55%-38.9pp | 31.51%-7.9pp |
| Employer contribution / active EE | $1,292 | $4,078-68.3% | $4,693-72.5% | $2,654-51.3% |
| Participant deferral / active EE | $1,782 | $7,985-77.7% | $7,997-77.7% | $4,375-59.3% |
| Admin fee / account holder | $64 | $548-88.4% | $13,435-99.5% | $834-92.4% |