See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,161 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT 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 | $39,831 | $53,053-24.9% | $126,539-68.5% | $74,304-46.4% |
| Participation rate | 91.4% | 48.0%+43.4pp | 69.8%+21.6pp | 60.3%+31.1pp |
| Annual return | 12.67% | 29.46%-16.8pp | 425.95%-413.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,955 | $1,168+153.1% | $3,674-19.6% | $2,241+31.9% |
| Participant deferral / active EE | $4,070 | $2,303+76.7% | $4,083-0.3% | $3,767+8.0% |
| Admin fee / account holder | $253 | $3,698-93.2% | $6,065-95.8% | $2,969-91.5% |