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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $74,699 |
Service code 99 · EIN 03-0107300 | Other Fees | $22,022 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $72,194 | $56,485+27.8% | $185,823-61.1% | $86,799-16.8% |
| Participation rate | 53.7% | 65.5%-11.8pp | 81.7%-28.0pp | 72.3%-18.6pp |
| Annual return | 15.54% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.4pp |
| Employer contribution / active EE | $309 | $1,843-83.2% | $5,167-94.0% | $2,405-87.2% |
| Participant deferral / active EE | $3,710 | $2,553+45.3% | $5,568-33.4% | $4,131-10.2% |
| Admin fee / account holder | $164 | $150+9.5% | $16,237-99.0% | $170-3.4% |