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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,096 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,543 | $69,362+3.1% | $101,248-29.3% | $73,488-2.6% |
| Participation rate | 96.0% | 68.4%+27.7pp | 75.8%+20.2pp | 70.7%+25.4pp |
| Annual return | 16.85% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $11,599 | $2,628+341.3% | $3,660+217.0% | $2,270+410.9% |
| Participant deferral / active EE | $2,163 | $3,300-34.5% | $4,370-50.5% | $3,740-42.2% |
| Admin fee / account holder | $278 | $704-60.4% | $5,945-95.3% | $513-45.7% |