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 9-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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $7,388 |
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 | $98,841 | $96,484+2.4% | $156,263-36.7% | $74,304+33.0% |
| Participation rate | 95.5% | 67.7%+27.8pp | 78.9%+16.5pp | 60.3%+35.1pp |
| Annual return | 11.41% | 17.73%-6.3pp | 59.47%-48.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $945 | $2,528-62.6% | $4,333-78.2% | $2,241-57.8% |
| Participant deferral / active EE | $6,024 | $4,286+40.5% | $6,158-2.2% | $3,767+59.9% |
| Admin fee / account holder | $70 | $3,728-98.1% | $14,255-99.5% | $2,969-97.6% |