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 | $24,838 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $94,303 | $73,638+28.1% | $95,952-1.7% | $73,488+28.3% |
| Participation rate | 77.9% | 76.2%+1.7pp | 77.1%+0.8pp | 70.7%+7.2pp |
| Annual return | 13.21% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,353 | $1,863-27.4% | $2,541-46.8% | $2,270-40.4% |
| Participant deferral / active EE | $5,003 | $3,617+38.3% | $4,167+20.1% | $3,740+33.8% |
| Admin fee / account holder | $239 | $482-50.5% | $6,795-96.5% | $513-53.5% |