See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,639 |
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 | $119,255 | $79,171+50.6% | $102,423+16.4% | $74,495+60.1% |
| Participation rate | 89.8% | 74.8%+15.0pp | 76.5%+13.3pp | 67.2%+22.6pp |
| Annual return | 20.17% | 54.93%-34.8pp | 29.32%-9.1pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $6,045 | $2,362+155.9% | $3,023+99.9% | $2,623+130.4% |
| Participant deferral / active EE | $6,487 | $4,415+46.9% | $5,053+28.4% | $4,346+49.3% |
| Admin fee / account holder | $190 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |