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 | $183,425 |
ACTUARIAL BENEFITS CORP7 years Service code 11 · EIN 20-1054428 | Actuarial | $122,649 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 13 · EIN 36-4317381 | Contract Administrator | $0 |
MORNINGSTAR3 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 | $62,771 | $89,436-29.8% | $164,813-61.9% | $77,643-19.2% |
| Participation rate | 74.1% | 78.6%-4.5pp | 78.6%-4.5pp | 70.6%+3.5pp |
| Annual return | 12.79% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,191 | $2,569-14.7% | $4,341-49.5% | $2,726-19.6% |
| Participant deferral / active EE | $3,918 | $4,897-20.0% | $6,031-35.0% | $4,647-15.7% |
| Admin fee / account holder | $272 | $339-20.0% | $12,690-97.9% | $430-36.9% |