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 6-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 | $18,892 |
MORNINGSTAR2 years 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 | $116,593 | $131,799-11.5% | $200,582-41.9% | $85,563+36.3% |
| Participation rate | 97.4% | 87.9%+9.5pp | 86.9%+10.5pp | 66.0%+31.4pp |
| Annual return | 18.11% | 21.59%-3.5pp | 42.33%-24.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $3,729 | $4,532-17.7% | $6,419-41.9% | $2,654+40.5% |
| Participant deferral / active EE | $6,700 | $7,702-13.0% | $9,331-28.2% | $4,375+53.1% |
| Admin fee / account holder | $56 | $235-76.1% | $16,305-99.7% | $834-93.3% |