Filed April 1, 2024
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) | $9,073 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,579 |
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 | $90,081 | $66,310+35.8% | $93,606-3.8% | $65,185+38.2% |
| Participation rate | 98.8% | 74.0%+24.8pp | 75.8%+22.9pp | 70.2%+28.6pp |
| Annual return | 25.80% | 42.58%-16.8pp | 32.76%-7.0pp | 29.38%-3.6pp |
| Employer contribution / active EE | $10,658 | $2,012+429.7% | $2,718+292.1% | $2,177+389.7% |
| Participant deferral / active EE | $6,481 | $3,342+93.9% | $4,069+59.3% | $3,514+84.4% |
| Admin fee / account holder | $33 | $6,897-99.5% | $7,888-99.6% | $847-96.1% |