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 | $133,715 |
MORNINGSTAR3 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 | $20,500 | $50,815-59.7% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 94.0% | 63.1%+30.9pp | 78.2%+15.8pp | 70.6%+23.4pp |
| Annual return | 15.15% | 34.80%-19.7pp | 64.67%-49.5pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,730 | $1,993-13.2% | $4,672-63.0% | $2,726-36.5% |
| Participant deferral / active EE | $3,015 | $2,822+6.9% | $5,626-46.4% | $4,647-35.1% |
| Admin fee / account holder | $139 | $437-68.2% | $15,912-99.1% | $430-67.7% |