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 3-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 | $6,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,309 | $68,914-5.2% | $136,749-52.2% | $74,304-12.1% |
| Participation rate | 72.0% | 51.3%+20.6pp | 72.1%-0.2pp | 60.3%+11.6pp |
| Annual return | 17.20% | 16.34%+0.9pp | 24.33%-7.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,260 | $1,561+44.7% | $3,400-33.5% | $2,241+0.8% |
| Participant deferral / active EE | $4,342 | $2,541+70.9% | $4,692-7.5% | $3,767+15.3% |
| Admin fee / account holder | $49 | $3,149-98.4% | $11,386-99.6% | $2,969-98.3% |