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 | $39,012 |
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 | $88,687 | $44,642+98.7% | $91,220-2.8% | $66,914+32.5% |
| Participation rate | 95.2% | 64.9%+30.3pp | 73.2%+22.0pp | 69.8%+25.4pp |
| Annual return | -14.79% | -12.29%-2.5pp | 114.01%-128.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,477 | $1,706+45.2% | $2,850-13.1% | $2,544-2.6% |
| Participant deferral / active EE | $5,456 | $3,349+62.9% | $4,234+28.9% | $4,237+28.8% |
| Admin fee / account holder | $247 | $521-52.6% | $5,420-95.4% | $593-58.4% |