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) | $6,813 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $4,488 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $170,754 | $58,726+190.8% | $92,233+85.1% | $62,292+174.1% |
| Participation rate | 65.2% | 68.3%-3.1pp | 76.5%-11.2pp | 69.5%-4.3pp |
| Annual return | 15.23% | 43.62%-28.4pp | 176.28%-161.0pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,066 | $2,392-55.4% | $3,679-71.0% | $2,042-47.8% |
| Participant deferral / active EE | $5,896 | $2,766+113.2% | $3,897+51.3% | $3,169+86.1% |
| Admin fee / account holder | $67 | $556-87.9% | $5,194-98.7% | $479-86.0% |