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) | $51,203 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $45,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,391 | $86,897-39.7% | $151,611-65.4% | $64,808-19.2% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.5%+8.9pp | 71.5%+24.9pp |
| Annual return | -15.01% | -3.57%-11.4pp | 3.33%-18.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,745 | $4,010-31.5% | $6,166-55.5% | $2,506+9.6% |
| Participant deferral / active EE | $4,487 | $6,690-32.9% | $8,363-46.3% | $4,310+4.1% |
| Admin fee / account holder | $206 | $153+34.8% | $11,616-98.2% | $188+9.8% |