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 | $633 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $40 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,868 | $44,642+81.1% | $91,220-11.3% | $66,914+20.9% |
| Participation rate | 73.6% | 64.9%+8.7pp | 73.2%+0.4pp | 69.8%+3.8pp |
| Annual return | -10.68% | -12.29%+1.6pp | 114.01%-124.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,956 | $1,706+14.6% | $2,850-31.4% | $2,544-23.1% |
| Participant deferral / active EE | $4,139 | $3,349+23.6% | $4,234-2.2% | $4,237-2.3% |
| Admin fee / account holder | $6 | $521-98.8% | $5,420-99.9% | $593-99.0% |