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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,966 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: FLYNN & PEEL INSURANCE SERVICES, LL Service code 55 10809 THORNMINT RD STE 100 · SAN DIEGO, CA 92127 | Other Commissions | $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 | $69,245 | $76,670-9.7% | $96,683-28.4% | $71,457-3.1% |
| Participation rate | 76.6% | 66.6%+10.0pp | 74.3%+2.2pp | 67.9%+8.6pp |
| Annual return | 16.01% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $7,817 | $3,031+157.9% | $3,737+109.2% | $2,588+202.1% |
| Participant deferral / active EE | $1,738 | $3,771-53.9% | $4,878-64.4% | $4,289-59.5% |
| Admin fee / account holder | $136 | $2,028-93.3% | $6,730-98.0% | $1,587-91.4% |