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 | $52,332 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,227 |
MORNINGSTAR2 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 | $89,447 | $91,407-2.1% | $135,903-34.2% | $71,457+25.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.51% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $7,621 | $3,703+105.8% | $4,856+56.9% | $2,588+194.5% |
| Participant deferral / active EE | $6,575 | $7,092-7.3% | $7,758-15.2% | $4,289+53.3% |
| Admin fee / account holder | $234 | $1,266-81.5% | $10,762-97.8% | $1,587-85.3% |