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 | $17,210 |
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 | $32,938 | $89,588-63.2% | $136,007-75.8% | $77,643-57.6% |
| Participation rate | 90.3% | 74.3%+16.0pp | 76.5%+13.8pp | 70.6%+19.7pp |
| Annual return | 14.94% | 17.42%-2.5pp | 579.32%-564.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,133 | $3,491-67.6% | $4,217-73.1% | $2,726-58.5% |
| Participant deferral / active EE | $2,945 | $5,591-47.3% | $7,025-58.1% | $4,647-36.6% |
| Admin fee / account holder | $42 | $539-92.2% | $6,858-99.4% | $430-90.3% |