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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $11,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,108 |
Service code 64 · EIN 16-0910910 | Recordkeeping Fees | $2,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,723 | $42,353-8.6% | $79,550-51.3% | $64,808-40.2% |
| Participation rate | 77.9% | 64.8%+13.2pp | 69.5%+8.4pp | 71.5%+6.5pp |
| Annual return | -17.37% | -12.24%-5.1pp | 0.16%-17.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,003 | $1,181-15.0% | $2,413-58.4% | $2,506-60.0% |
| Participant deferral / active EE | $3,369 | $3,170+6.3% | $3,985-15.5% | $4,310-21.8% |
| Admin fee / account holder | $55 | $160-65.7% | $6,832-99.2% | $188-70.9% |