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 | $16,799 |
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 | $24,753 | $49,915-50.4% | $154,803-84.0% | $74,304-66.7% |
| Participation rate | 82.2% | 54.0%+28.3pp | 78.1%+4.2pp | 60.3%+21.9pp |
| Annual return | 14.44% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $921 | $1,611-42.9% | $4,305-78.6% | $2,241-58.9% |
| Participant deferral / active EE | $1,369 | $2,255-39.3% | $5,540-75.3% | $3,767-63.7% |
| Admin fee / account holder | $169 | $2,189-92.3% | $14,329-98.8% | $2,969-94.3% |