Filed July 9, 2025 (most recent of 2 filings on file)
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) | $47,663 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $43,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,488 | $111,491-45.7% | $189,513-68.1% | $86,799-30.3% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.8%+6.9pp | 72.3%+22.4pp |
| Annual return | 15.27% | 83.50%-68.2pp | 555.15%-539.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $2,696 | $3,951-31.8% | $6,162-56.2% | $2,405+12.1% |
| Participant deferral / active EE | $4,246 | $6,437-34.0% | $8,221-48.3% | $4,131+2.8% |
| Admin fee / account holder | $207 | $189+9.6% | $12,045-98.3% | $170+21.9% |