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 | $78,744 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,092 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,365 | $91,407+25.1% | $135,903-15.8% | $71,457+60.0% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 42.77% | 29.90%+12.9pp | 68.23%-25.5pp | 28.85%+13.9pp |
| Employer contribution / active EE | $3,052 | $3,703-17.6% | $4,856-37.2% | $2,588+17.9% |
| Participant deferral / active EE | $8,817 | $7,092+24.3% | $7,758+13.7% | $4,289+105.6% |
| Admin fee / account holder | $395 | $1,266-68.8% | $10,762-96.3% | $1,587-75.1% |