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 8-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 49 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINSTAR INVESTMENT MGMT Service code 26 | Advisory (Participants) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,213 | $82,664-61.0% | $125,339-74.3% | $68,494-53.0% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,135 | $3,381+81.5% | $4,814+27.5% | $2,596+136.3% |
| Participant deferral / active EE | $11,462 | $6,110+87.6% | $7,446+53.9% | $4,027+184.6% |
| Admin fee / account holder | $36 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |