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 | $56,592 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,636 |
MORNINGSTAR2 years 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 | $75,441 | $76,050-0.8% | $96,544-21.9% | $71,457+5.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 23.27% | 22.81%+0.5pp | 25.84%-2.6pp | 28.85%-5.6pp |
| Employer contribution / active EE | $4,324 | $2,244+92.7% | $2,965+45.8% | $2,588+67.1% |
| Participant deferral / active EE | $6,725 | $4,215+59.5% | $4,851+38.6% | $4,289+56.8% |
| Admin fee / account holder | $264 | $2,707-90.2% | $8,252-96.8% | $1,587-83.3% |