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 4-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 | $62,978 |
MORNINGSTAR3+ 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,204 | $106,028+14.3% | $146,958-17.5% | $77,643+56.1% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 11.90% | 56.73%-44.8pp | 418.34%-406.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $8,369 | $4,063+106.0% | $4,933+69.7% | $2,726+207.0% |
| Participant deferral / active EE | $9,223 | $7,990+15.4% | $8,070+14.3% | $4,647+98.5% |
| Admin fee / account holder | $91 | $337-73.0% | $12,998-99.3% | $430-78.8% |