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 | $49,719 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,805 |
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 | $69,989 | $65,435+7.0% | $86,677-19.3% | $66,914+4.6% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.5pp |
| Annual return | -16.47% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,720 | $2,153+72.7% | $2,836+31.1% | $2,544+46.2% |
| Participant deferral / active EE | $5,806 | $4,100+41.6% | $4,656+24.7% | $4,237+37.0% |
| Admin fee / account holder | $278 | $642-56.7% | $7,493-96.3% | $593-53.2% |