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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 26 · EIN 36-4317381 | Advisory (Participants) | $89 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297808 | Advisory (Plan) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,993 | $56,484-39.8% | $169,463-79.9% | $64,186-47.0% |
| Participation rate | 52.9% | 64.5%-11.6pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | -6.04% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $512 | $1,832-72.0% | $4,159-87.7% | $2,381-78.5% |
| Participant deferral / active EE | $1,841 | $3,448-46.6% | $5,277-65.1% | $3,470-46.9% |
| Admin fee / account holder | $78 | $4,174-98.1% | $9,109-99.1% | $4,888-98.4% |