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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,190 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $1,478 |
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 | $20,015 | $65,435-69.4% | $86,677-76.9% | $66,914-70.1% |
| Participation rate | 73.5% | 75.5%-2.0pp | 76.6%-3.1pp | 69.8%+3.7pp |
| Annual return | -14.57% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,427 | $2,153-33.7% | $2,836-49.7% | $2,544-43.9% |
| Participant deferral / active EE | $2,956 | $4,100-27.9% | $4,656-36.5% | $4,237-30.2% |
| Admin fee / account holder | $26 | $642-95.9% | $7,493-99.7% | $593-95.6% |