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 | $23,098 |
MORNINGSTAR1 year 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 | $68,012 | $91,372-25.6% | $129,995-47.7% | $74,419-8.6% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.8pp |
| Annual return | 16.62% | 23.21%-6.6pp | -137.18%+153.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $915 | $2,563-64.3% | $4,320-78.8% | $2,637-65.3% |
| Participant deferral / active EE | $4,248 | $4,721-10.0% | $5,820-27.0% | $4,528-6.2% |
| Admin fee / account holder | $118 | $283-58.4% | $10,614-98.9% | $348-66.1% |