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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $597 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,072 | $49,280-69.4% | $67,313-77.6% | $64,186-76.5% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -12.15% | -1.39%-10.8pp | -4.08%-8.1pp | 7.63%-19.8pp |
| Employer contribution / active EE | $3,182 | $1,668+90.7% | $2,566+24.0% | $2,381+33.6% |
| Participant deferral / active EE | $2,325 | $2,484-6.4% | $3,568-34.8% | $3,470-33.0% |
| Admin fee / account holder | $11 | $3,863-99.7% | $4,507-99.8% | $4,888-99.8% |