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) | $104,953 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $27,429 |
MCGOWAN GUNTERMANN6+ years Filed as: MCGOWN GUNTERMANN Service code 99 · EIN 95-3680171 | Other Fees | $9,500 |
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 | $212,707 | $79,519+167.5% | $95,952+121.7% | $73,409+189.8% |
| Participation rate | 96.6% | 81.2%+15.4pp | 77.1%+19.5pp | 72.2%+24.4pp |
| Annual return | 14.63% | 19.20%-4.6pp | 91.61%-77.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $3,842 | $2,048+87.6% | $2,541+51.2% | $2,234+72.0% |
| Participant deferral / active EE | $11,111 | $4,138+168.5% | $4,167+166.7% | $3,805+192.0% |
| Admin fee / account holder | $289 | $184+56.8% | $6,795-95.7% | $158+83.1% |