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 | $47,237 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,000 |
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 | $77,288 | $84,487-8.5% | $125,339-38.3% | $66,914+15.5% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -13.20% | -8.39%-4.8pp | 572.05%-585.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $7,468 | $3,553+110.2% | $4,814+55.2% | $2,544+193.5% |
| Participant deferral / active EE | $6,338 | $6,781-6.5% | $7,446-14.9% | $4,237+49.6% |
| Admin fee / account holder | $225 | $685-67.1% | $10,010-97.8% | $593-62.1% |