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 | $54,906 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,608 | $104,475-15.2% | $159,436-44.4% | $79,386+11.6% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 12.01% | 67.95%-55.9pp | 263.57%-251.6pp | 116.85%-104.8pp |
| Employer contribution / active EE | $6,982 | $3,417+104.3% | $4,829+44.6% | $2,427+187.6% |
| Participant deferral / active EE | $6,169 | $6,467-4.6% | $7,352-16.1% | $4,046+52.5% |
| Admin fee / account holder | $292 | $711-58.9% | $10,799-97.3% | $626-53.4% |