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) | $59,745 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $46,415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $100,227-35.9% | $169,993-62.2% | $74,419-13.6% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 15.35% | 66.08%-50.7pp | 53.37%-38.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,018 | $4,263-29.2% | $6,785-55.5% | $2,637+14.4% |
| Participant deferral / active EE | $4,802 | $7,143-32.8% | $10,408-53.9% | $4,528+6.1% |
| Admin fee / account holder | $229 | $234-2.4% | $12,815-98.2% | $348-34.2% |