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 |
|---|---|---|
CABLE HILL PARTNERS2 years Service code 99 | Other Fees | $50,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,440 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,440 |
CABLE HILL PARTNERS2 years Filed as: CABLE HILL PARTNERS, LLC Service code 99 · EIN 46-4959656 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,792 | $92,971+13.8% | $96,683+9.4% | $74,419+42.2% |
| Participation rate | 97.9% | 71.5%+26.3pp | 74.3%+23.5pp | 70.7%+27.1pp |
| Annual return | 20.58% | 37.49%-16.9pp | 35.69%-15.1pp | 34.38%-13.8pp |
| Employer contribution / active EE | $6,016 | $3,426+75.6% | $3,737+61.0% | $2,637+128.1% |
| Participant deferral / active EE | $9,581 | $3,970+141.3% | $4,878+96.4% | $4,528+111.6% |
| Admin fee / account holder | $339 | $633-46.4% | $6,730-95.0% | $348-2.5% |