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) | $112,484 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,186 |
MCGOWAN GUNTERMANN5+ years Filed as: MCGOWN GUNTERMANN Service code 99 · EIN 95-3680171 | Other Fees | $7,698 |
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 | $191,916 | $73,404+161.5% | $87,100+120.3% | $67,579+184.0% |
| Participation rate | 94.3% | 80.9%+13.5pp | 76.9%+17.5pp | 71.3%+23.0pp |
| Annual return | 18.90% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $3,662 | $2,014+81.8% | $2,521+45.2% | $2,148+70.5% |
| Participant deferral / active EE | $10,233 | $3,913+161.5% | $4,049+152.7% | $3,539+189.1% |
| Admin fee / account holder | $274 | $142+93.4% | $7,497-96.3% | $142+92.4% |