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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $1,969 |
SENTRY LIFE INSURANCE COMPANY9+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,191 | $76,050-49.8% | $96,544-60.4% | $71,457-46.6% |
| Participation rate | 72.9% | 74.4%-1.5pp | 76.0%-3.1pp | 67.9%+4.9pp |
| Annual return | 14.85% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,516 | $2,244-32.5% | $2,965-48.9% | $2,588-41.4% |
| Participant deferral / active EE | $3,794 | $4,215-10.0% | $4,851-21.8% | $4,289-11.5% |
| Admin fee / account holder | $30 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |