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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,978 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,309 | $81,908+35.9% | $90,749+22.7% | $64,808+71.8% |
| Participation rate | 99.6% | 80.5%+19.2pp | 75.7%+23.9pp | 71.5%+28.2pp |
| Annual return | -17.17% | -12.53%-4.6pp | -12.16%-5.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $11,629 | $3,065+279.4% | $2,921+298.1% | $2,506+364.1% |
| Participant deferral / active EE | $7,458 | $4,840+54.1% | $4,564+63.4% | $4,310+73.0% |
| Admin fee / account holder | $88 | $157-44.1% | $8,445-99.0% | $188-53.2% |