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 | $39,917 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,324 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,791 | $73,360+37.4% | $177,989-43.4% | $74,495+35.3% |
| Participation rate | 97.5% | 66.6%+30.9pp | 77.1%+20.5pp | 67.2%+30.3pp |
| Annual return | 12.69% | 17.49%-4.8pp | 294.48%-281.8pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,769 | $2,216+70.1% | $3,949-4.5% | $2,623+43.7% |
| Participant deferral / active EE | $9,624 | $4,513+113.2% | $6,276+53.3% | $4,346+121.5% |
| Admin fee / account holder | $526 | $1,808-70.9% | $10,363-94.9% | $1,942-72.9% |