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 | $50,131 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,115 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $93,325 | $84,936+9.9% | $111,297-16.1% | $79,386+17.6% |
| Participation rate | 98.3% | 75.9%+22.4pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 15.89% | 17.45%-1.6pp | 54.65%-38.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $3,852 | $1,979+94.6% | $2,731+41.1% | $2,427+58.7% |
| Participant deferral / active EE | $6,259 | $3,888+61.0% | $4,487+39.5% | $4,046+54.7% |
| Admin fee / account holder | $334 | $537-37.8% | $7,964-95.8% | $626-46.6% |