See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,508 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $6,161 |
Filed as: FLYNN & PIEL INSURANCE SERVICES LLC Service code 55 | Other Commissions | $590 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURPLAN Service code 49 · EIN 11-3665754 | Other Services | $0 |
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 | $50,871 | $64,119-20.7% | $112,228-54.7% | $66,914-24.0% |
| Participation rate | 99.2% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -17.66% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $9,789 | $3,005+225.7% | $3,635+169.3% | $2,544+284.8% |
| Participant deferral / active EE | $2,945 | $3,693-20.2% | $4,728-37.7% | $4,237-30.5% |
| Admin fee / account holder | $238 | $625-61.9% | $6,410-96.3% | $593-59.9% |