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 8-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 |
|---|---|---|
REGULUS ADVISORS, LLC3 years Service code 26 · EIN 26-3975819 | Advisory (Participants) | $1,494,992 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $34,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,019 | $69,238+4.0% | $185,823-61.2% | $101,517-29.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.6%+25.4pp |
| Annual return | 16.00% | 21.26%-5.3pp | 122.05%-106.1pp | 21.00%-5.0pp |
| Employer contribution / active EE | $2,485 | $2,104+18.1% | $5,167-51.9% | $2,973-16.4% |
| Participant deferral / active EE | $5,120 | $3,764+36.0% | $5,568-8.1% | $4,873+5.1% |
| Admin fee / account holder | $11 | $66-83.9% | $16,237-99.9% | $139-92.4% |