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 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $96,922 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $54,382 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,802 |
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 | $119,209 | $73,102+63.1% | $123,544-3.5% | $56,287+111.8% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+28.9pp |
| Annual return | -4.68% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,880 | $2,977+97.5% | $4,628+27.1% | $2,111+178.5% |
| Participant deferral / active EE | $7,261 | $5,423+33.9% | $6,426+13.0% | $3,350+116.8% |
| Admin fee / account holder | $219 | $554-60.4% | $9,284-97.6% | $521-57.9% |