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 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,937 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $246 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,040 | $59,186-81.3% | $76,768-85.6% | $56,287-80.4% |
| Participation rate | 83.2% | 75.2%+7.9pp | 77.0%+6.2pp | 69.9%+13.3pp |
| Annual return | -7.32% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $440 | $1,759-75.0% | $2,485-82.3% | $2,111-79.2% |
| Participant deferral / active EE | $2,133 | $3,255-34.5% | $3,852-44.6% | $3,350-36.3% |
| Admin fee / account holder | $9 | $489-98.2% | $6,675-99.9% | $521-98.3% |