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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,560 |
Service code 26 · EIN 71-0294735 | Advisory (Participants) | $4,560 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 99 · EIN 35-2091834 | Other Fees | $4,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,419 | $51,288-30.9% | $81,983-56.8% | $73,409-51.8% |
| Participation rate | 71.3% | 64.0%+7.3pp | 69.2%+2.1pp | 72.2%-0.9pp |
| Annual return | 15.26% | 29.48%-14.2pp | 41.31%-26.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $360 | $1,487-75.8% | $2,498-85.6% | $2,234-83.9% |
| Participant deferral / active EE | $2,009 | $2,715-26.0% | $3,722-46.0% | $3,805-47.2% |
| Admin fee / account holder | $73 | $125-41.6% | $5,664-98.7% | $158-53.7% |