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 | $101,380 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,062 | $145,877-28.7% | $150,045-30.6% | $102,872+1.2% |
| Participation rate | 97.7% | 79.8%+17.8pp | 82.3%+15.4pp | 73.0%+24.7pp |
| Annual return | 40.10% | 21.37%+18.7pp | 62.55%-22.4pp | 19.06%+21.0pp |
| Employer contribution / active EE | $8,010 | $4,710+70.1% | $4,693+70.7% | $3,526+127.1% |
| Participant deferral / active EE | $7,929 | $9,491-16.5% | $7,997-0.8% | $5,535+43.3% |
| Admin fee / account holder | $88 | $176-50.2% | $13,435-99.3% | $292-70.0% |