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) | $916 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $662 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $253 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,654 | $78,705-57.2% | $117,854-71.4% | $70,131-52.0% |
| Participation rate | 91.5% | 73.2%+18.4pp | 79.7%+11.9pp | 69.5%+22.0pp |
| Annual return | 13.76% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,680 | $2,223-24.5% | $3,786-55.6% | $2,342-28.3% |
| Participant deferral / active EE | $2,322 | $3,297-29.6% | $4,482-48.2% | $3,332-30.3% |
| Admin fee / account holder | $34 | $5,065-99.3% | $8,020-99.6% | $4,645-99.3% |