Filed November 11, 2024
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) | $13,301 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,511 | $136,307-56.3% | $177,821-66.5% | $73,488-19.0% |
| Participation rate | 87.6% | 86.1%+1.5pp | 87.7%-0.1pp | 70.7%+16.9pp |
| Annual return | 18.25% | 18.68%-0.4pp | 48.32%-30.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3,331 | $3,712-10.3% | $5,918-43.7% | $2,270+46.7% |
| Participant deferral / active EE | $3,531 | $5,829-39.4% | $7,714-54.2% | $3,740-5.6% |
| Admin fee / account holder | $74 | $596-87.6% | $12,427-99.4% | $513-85.5% |