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 9-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 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $13,231 |
SENTRY LIFE INSURANCE COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,900 |
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 | $36,071 | $35,485+1.7% | $74,550-51.6% | $55,725-35.3% |
| Participation rate | 83.2% | 62.5%+20.7pp | 69.1%+14.1pp | 70.9%+12.4pp |
| Annual return | 31.70% | 0.72%+31.0pp | 32.53%-0.8pp | 244.93%-213.2pp |
| Employer contribution / active EE | $617 | $777-20.6% | $1,961-68.5% | $2,078-70.3% |
| Participant deferral / active EE | $2,222 | $2,181+1.9% | $3,108-28.5% | $3,356-33.8% |
| Admin fee / account holder | $47 | $114-58.9% | $5,060-99.1% | $115-59.2% |