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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $34,817 |
REGULUS ADVISORS, LLC4 years Service code 26 · EIN 26-3975819 | Advisory (Participants) | $20,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,575 | $52,346+11.9% | $143,757-59.3% | $78,044-24.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.4%+25.6pp |
| Annual return | -13.63% | -14.19%+0.6pp | -0.04%-13.6pp | 10.87%-24.5pp |
| Employer contribution / active EE | $2,115 | $2,131-0.7% | $4,951-57.3% | $3,125-32.3% |
| Participant deferral / active EE | $4,248 | $3,800+11.8% | $5,637-24.6% | $5,084-16.4% |
| Admin fee / account holder | $10 | $63-83.6% | $14,673-99.9% | $79-86.8% |