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 | $149,402 |
ACTUARIAL BENEFITS CORP6 years Service code 11 · EIN 20-1054428 | Actuarial | $98,431 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 13 · EIN 36-4317381 | Contract Administrator | $0 |
MORNINGSTAR2 years 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 | $56,791 | $91,372-37.8% | $129,995-56.3% | $74,419-23.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 78.5%+4.8pp | 70.7%+12.5pp |
| Annual return | 15.23% | 23.21%-8.0pp | -137.18%+152.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,723 | $2,563+6.2% | $4,320-37.0% | $2,637+3.2% |
| Participant deferral / active EE | $4,244 | $4,721-10.1% | $5,820-27.1% | $4,528-6.3% |
| Admin fee / account holder | $242 | $283-14.6% | $10,614-97.7% | $348-30.4% |