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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $33,228 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,934 | $71,050-93.1% | $93,606-94.7% | $80,856-93.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -97.93% | 11.26%-109.2pp | 133.20%-231.1pp | 35.59%-133.5pp |
| Employer contribution / active EE | $13,705 | $1,564+776.5% | $2,420+466.4% | $2,755+397.5% |
| Participant deferral / active EE | $29,906 | $4,034+641.4% | $4,411+577.9% | $4,296+596.2% |
| Admin fee / account holder | $1,398 | $6,945-79.9% | $8,285-83.1% | $6,918-79.8% |