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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $21,198 |
Service code 64 · EIN 16-0919109 | Recordkeeping Fees | $2,929 |
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 | $48,003 | $64,286-25.3% | $90,951-47.2% | $73,409-34.6% |
| Participation rate | 83.5% | 63.6%+19.9pp | 69.0%+14.5pp | 72.2%+11.3pp |
| Annual return | 14.34% | 21.45%-7.1pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $779 | $895-13.0% | $2,122-63.3% | $2,234-65.1% |
| Participant deferral / active EE | $3,198 | $2,453+30.4% | $3,373-5.2% | $3,805-16.0% |
| Admin fee / account holder | $65 | $287-77.2% | $5,959-98.9% | $158-58.6% |