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 10-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 99 · EIN 04-2675571 | Other Fees | $35,502 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,132 |
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 | $116,556 | $66,124+76.3% | $90,404+28.9% | $73,488+58.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 18.93% | 17.65%+1.3pp | 1293.02%-1274.1pp | 28.51%-9.6pp |
| Employer contribution / active EE | $12,415 | $2,346+429.1% | $3,262+280.6% | $2,270+446.9% |
| Participant deferral / active EE | $12,644 | $3,039+316.1% | $3,963+219.0% | $3,740+238.1% |
| Admin fee / account holder | $76 | $396-80.8% | $5,611-98.6% | $513-85.2% |