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 | $257,018 |
Service code 49 PO BOX 71396 · CHICAGO, IL 606941396 | Other Services | $43,394 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,373 | $104,631-24.1% | $98,439-19.4% | $80,160-1.0% |
| Participation rate | 67.2% | 87.5%-20.3pp | 75.2%-7.9pp | 72.9%-5.7pp |
| Annual return | 16.37% | 34.72%-18.4pp | 21.16%-4.8pp | 40.38%-24.0pp |
| Employer contribution / active EE | $2,465 | $4,517-45.4% | $3,048-19.1% | $2,978-17.2% |
| Participant deferral / active EE | $4,597 | $6,545-29.8% | $4,738-3.0% | $5,017-8.4% |
| Admin fee / account holder | $125 | $105+19.7% | $8,948-98.6% | $145-13.4% |