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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,433 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,727 | $79,428+79.7% | $106,548+34.0% | $79,386+79.8% |
| Participation rate | 98.7% | 74.1%+24.6pp | 76.1%+22.6pp | 70.7%+28.0pp |
| Annual return | 15.29% | 18.27%-3.0pp | 26.80%-11.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $11,365 | $2,234+408.7% | $2,819+303.2% | $2,427+368.2% |
| Participant deferral / active EE | $8,274 | $3,823+116.4% | $4,398+88.1% | $4,046+104.5% |
| Admin fee / account holder | $98 | $523-81.3% | $7,407-98.7% | $626-84.3% |