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 | $62,112 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,975 | $76,050-44.8% | $96,544-56.5% | $71,457-41.3% |
| Participation rate | 82.8% | 74.4%+8.4pp | 76.0%+6.8pp | 67.9%+14.9pp |
| Annual return | 12.74% | 22.81%-10.1pp | 25.84%-13.1pp | 28.85%-16.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,273 | $4,215-46.1% | $4,851-53.2% | $4,289-47.0% |
| Admin fee / account holder | $219 | $2,707-91.9% | $8,252-97.3% | $1,587-86.2% |