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) | $18,947 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,700 | $121,341-44.2% | $189,513-64.3% | $79,386-14.7% |
| Participation rate | 87.7% | 86.1%+1.6pp | 87.8%-0.1pp | 70.7%+17.0pp |
| Annual return | 15.23% | 21.08%-5.8pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $4,016 | $3,915+2.6% | $6,162-34.8% | $2,427+65.5% |
| Participant deferral / active EE | $3,720 | $6,395-41.8% | $8,221-54.8% | $4,046-8.1% |
| Admin fee / account holder | $92 | $651-85.9% | $12,045-99.2% | $626-85.4% |