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 | $104,075 |
MORNINGSTAR4 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 | $135,532 | $108,549+24.9% | $156,263-13.3% | $85,563+58.4% |
| Participation rate | 96.1% | 77.1%+19.0pp | 78.9%+17.2pp | 66.0%+30.1pp |
| Annual return | 15.27% | 21.79%-6.5pp | 59.47%-44.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $4,297 | $2,690+59.8% | $4,333-0.8% | $2,654+62.0% |
| Participant deferral / active EE | $8,162 | $4,800+70.0% | $6,158+32.5% | $4,375+86.6% |
| Admin fee / account holder | $153 | $650-76.4% | $14,255-98.9% | $834-81.6% |