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 | $95,723 |
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 | $18,690 | $47,126-60.3% | $149,673-87.5% | $74,419-74.9% |
| Participation rate | 94.4% | 63.4%+31.0pp | 78.8%+15.6pp | 70.7%+23.6pp |
| Annual return | 23.80% | 22.75%+1.0pp | 134.42%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,641 | $1,905-13.9% | $4,818-65.9% | $2,637-37.8% |
| Participant deferral / active EE | $2,818 | $2,728+3.3% | $5,680-50.4% | $4,528-37.8% |
| Admin fee / account holder | $117 | $343-65.7% | $13,210-99.1% | $348-66.2% |