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) | $23,405 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,505 |
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 | $54,218 | $65,223-16.9% | $80,019-32.2% | $55,725-2.7% |
| Participation rate | 75.0% | 80.6%-5.6pp | 75.8%-0.8pp | 70.9%+4.1pp |
| Annual return | -5.78% | 7.59%-13.4pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,096 | $2,544-56.9% | $2,468-55.6% | $2,078-47.3% |
| Participant deferral / active EE | $2,507 | $3,881-35.4% | $3,686-32.0% | $3,356-25.3% |
| Admin fee / account holder | $107 | $114-6.1% | $6,521-98.4% | $115-6.9% |