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 | $298,918 |
Service code 49 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Other Services | $60,057 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,929 | $112,623-21.9% | $106,213-17.2% | $199,593-55.9% |
| Participation rate | 75.4% | 86.2%-10.8pp | 75.3%+0.1pp | 72.0%+3.5pp |
| Annual return | 17.30% | 15.57%+1.7pp | 116.14%-98.8pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,736 | $4,575-40.2% | $3,171-13.7% | $3,034-9.8% |
| Participant deferral / active EE | $5,092 | $6,659-23.5% | $5,016+1.5% | $5,087+0.1% |
| Admin fee / account holder | $141 | $107+31.5% | $11,033-98.7% | $269-47.7% |