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 | $34,506 |
Filed as: SWBC INVESTMENT SERVICES LLC Service code 49 · EIN 20-1484586 | Other Services | $1,451 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,305 | $122,239-62.1% | $184,200-74.9% | $74,546-37.9% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 15.09% | 19.95%-4.9pp | 28.80%-13.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,287 | $4,537-5.5% | $6,424-33.3% | $2,624+63.4% |
| Participant deferral / active EE | $5,069 | $7,139-29.0% | $9,132-44.5% | $4,347+16.6% |
| Admin fee / account holder | $263 | $1,260-79.1% | $13,907-98.1% | $1,944-86.4% |