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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $0 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,829 | $76,050-67.4% | $96,544-74.3% | $71,457-65.3% |
| Participation rate | 74.8% | 74.4%+0.4pp | 76.0%-1.2pp | 67.9%+6.9pp |
| Annual return | 15.75% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,535 | $2,244-31.6% | $2,965-48.2% | $2,588-40.7% |
| Participant deferral / active EE | $3,140 | $4,215-25.5% | $4,851-35.3% | $4,289-26.8% |
| Admin fee / account holder | $28 | $2,707-99.0% | $8,252-99.7% | $1,587-98.3% |