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 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $2,461 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,566 | $79,171-46.2% | $102,423-58.4% | $74,495-42.9% |
| Participation rate | 74.8% | 74.8%0pp | 76.5%-1.7pp | 67.2%+7.6pp |
| Annual return | 10.31% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,550 | $2,362-34.4% | $3,023-48.7% | $2,623-40.9% |
| Participant deferral / active EE | $3,935 | $4,415-10.9% | $5,053-22.1% | $4,346-9.5% |
| Admin fee / account holder | $43 | $2,001-97.9% | $9,451-99.5% | $1,942-97.8% |