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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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,138 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,138 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,400 | $82,978+6.5% | $129,995-32.0% | $71,457+23.7% |
| Participation rate | 48.4% | 74.1%-25.7pp | 78.5%-30.1pp | 67.9%-19.5pp |
| Annual return | 16.32% | 20.60%-4.3pp | -137.18%+153.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,483 | $2,622-43.4% | $4,320-65.7% | $2,588-42.7% |
| Participant deferral / active EE | $3,539 | $4,432-20.1% | $5,820-39.2% | $4,289-17.5% |
| Admin fee / account holder | $84 | $1,729-95.1% | $10,614-99.2% | $1,587-94.7% |