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 | $70,074 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $56,235 | $72,607-22.5% | $90,749-38.0% | $66,914-16.0% |
| Participation rate | 98.3% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.5pp |
| Annual return | -11.28% | -12.28%+1.0pp | -12.16%+0.9pp | 1.58%-12.9pp |
| Employer contribution / active EE | $1,538 | $2,369-35.1% | $2,921-47.3% | $2,544-39.5% |
| Participant deferral / active EE | $4,865 | $3,977+22.3% | $4,564+6.6% | $4,237+14.8% |
| Admin fee / account holder | $214 | $707-69.7% | $8,445-97.5% | $593-63.9% |