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 15 · EIN 42-0127290 | Recordkeeping | $135,332 |
ACTUARIAL BENEFITS CORP5 years Service code 11 · EIN 20-1054428 | Actuarial | $99,798 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 13 · EIN 36-4317381 | Contract Administrator | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGMENT Service code 26 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,202 | $71,142-29.4% | $119,609-58.0% | $64,808-22.5% |
| Participation rate | 77.3% | 78.6%-1.3pp | 79.3%-1.9pp | 71.5%+5.9pp |
| Annual return | -13.94% | -10.01%-3.9pp | -14.97%+1.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $2,111 | $2,497-15.5% | $4,232-50.1% | $2,506-15.8% |
| Participant deferral / active EE | $3,509 | $4,490-21.8% | $5,602-37.4% | $4,310-18.6% |
| Admin fee / account holder | $242 | $162+49.0% | $10,323-97.7% | $188+28.6% |