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 4-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 17 · EIN 13-5674085 | Pension Consulting | $43,155 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,086 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $9,398 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,443 | $80,673+9.6% | $101,326-12.7% | $84,808+4.3% |
| Participation rate | 95.2% | 77.8%+17.5pp | 81.5%+13.7pp | 68.3%+26.9pp |
| Annual return | 16.71% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,257 | $2,698+94.9% | $3,665+43.4% | $2,631+99.8% |
| Participant deferral / active EE | $21,815 | $6,840+218.9% | $7,994+172.9% | $4,212+418.0% |
| Admin fee / account holder | $448 | $12,784-96.5% | $11,185-96.0% | $7,344-93.9% |