See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $18,433 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,138 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,961 | $48,750+144.0% | $88,946+33.7% | $74,304+60.1% |
| Participation rate | 64.3% | 44.5%+19.8pp | 68.8%-4.6pp | 60.3%+3.9pp |
| Annual return | 16.78% | 25.91%-9.1pp | 57.82%-41.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,156 | $1,255+151.5% | $2,555+23.5% | $2,241+40.8% |
| Participant deferral / active EE | $6,485 | $2,423+167.6% | $4,581+41.6% | $3,767+72.1% |
| Admin fee / account holder | $285 | $3,756-92.4% | $8,261-96.6% | $2,969-90.4% |