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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297808 | Advisory (Plan) | $429 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 26 · EIN 36-4317381 | Advisory (Participants) | $134 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,067 | $65,395-34.1% | $182,532-76.4% | $72,985-41.0% |
| Participation rate | 59.0% | 65.4%-6.5pp | 78.0%-19.0pp | 69.5%-10.5pp |
| Annual return | 16.49% | 27.68%-11.2pp | 148.54%-132.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $615 | $1,911-67.8% | $4,076-84.9% | $2,440-74.8% |
| Participant deferral / active EE | $2,002 | $3,563-43.8% | $5,524-63.8% | $3,607-44.5% |
| Admin fee / account holder | $88 | $4,245-97.9% | $8,592-99.0% | $5,124-98.3% |