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) | $20,743 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,549 | $102,553-41.0% | $151,611-60.1% | $66,914-9.5% |
| Participation rate | 83.9% | 85.5%-1.6pp | 87.5%-3.6pp | 69.8%+14.1pp |
| Annual return | -15.08% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,711 | $4,180+12.7% | $6,166-23.6% | $2,544+85.2% |
| Participant deferral / active EE | $4,331 | $6,641-34.8% | $8,363-48.2% | $4,237+2.2% |
| Admin fee / account holder | $102 | $630-83.8% | $11,616-99.1% | $593-82.8% |