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 | $88,666 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,492 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,014 | $98,727-66.6% | $113,168-70.8% | $85,563-61.4% |
| Participation rate | 98.5% | 80.8%+17.7pp | 76.6%+22.0pp | 66.0%+32.6pp |
| Annual return | 11.75% | 17.43%-5.7pp | 24.27%-12.5pp | 31.51%-19.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,106 | $5,424-42.7% | $5,107-39.2% | $4,375-29.0% |
| Admin fee / account holder | $190 | $357-46.7% | $12,068-98.4% | $834-77.2% |