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 8-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 | $76,190 |
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 | $15,989 | $46,292-65.5% | $143,757-88.9% | $64,808-75.3% |
| Participation rate | 94.5% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -11.74% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $1,613 | $1,910-15.5% | $4,951-67.4% | $2,506-35.6% |
| Participant deferral / active EE | $2,719 | $2,646+2.8% | $5,637-51.8% | $4,310-36.9% |
| Admin fee / account holder | $115 | $154-25.4% | $14,673-99.2% | $188-38.9% |