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) | $1,440 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,148 | $48,064-12.3% | $78,778-46.5% | $69,631-39.5% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.2%-10.6pp | 70.7%-12.1pp |
| Annual return | 18.96% | 21.81%-2.9pp | 35.62%-16.7pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $787 | $744+5.8% | $1,986-60.4% | $2,032-61.3% |
| Participant deferral / active EE | $3,060 | $2,079+47.2% | $2,958+3.4% | $3,224-5.1% |
| Admin fee / account holder | $138 | $152-9.0% | $5,134-97.3% | $110+25.2% |