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 | $116,486 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,131 | $84,784-37.3% | $98,439-46.0% | $74,419-28.6% |
| Participation rate | 92.7% | 81.5%+11.2pp | 75.2%+17.6pp | 70.7%+22.0pp |
| Annual return | 20.37% | 20.59%-0.2pp | 21.16%-0.8pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,580 | $3,364-53.0% | $3,048-48.2% | $2,637-40.1% |
| Participant deferral / active EE | $4,214 | $5,218-19.2% | $4,738-11.1% | $4,528-6.9% |
| Admin fee / account holder | $115 | $204-44.0% | $8,948-98.7% | $348-67.1% |