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 | $64,210 |
MAG INSTRUMENTS, INC.3 years Service code 10 · EIN 95-2912384 | Accounting | $10,240 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,297 | $65,435-43.0% | $86,677-57.0% | $66,914-44.3% |
| Participation rate | 87.3% | 75.5%+11.9pp | 76.6%+10.8pp | 69.8%+17.5pp |
| Annual return | -13.03% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,000 | $4,100-51.2% | $4,656-57.0% | $4,237-52.8% |
| Admin fee / account holder | $233 | $642-63.6% | $7,493-96.9% | $593-60.7% |