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 26 · EIN 71-0294708 | Advisory (Participants) | $17,393 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,737 | $39,898+150.0% | $121,196-17.7% | $55,725+79.0% |
| Participation rate | 44.8% | 61.2%-16.5pp | 71.7%-27.0pp | 70.9%-26.1pp |
| Annual return | -4.20% | -0.96%-3.2pp | 16.93%-21.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $408 | $1,295-68.5% | $4,022-89.8% | $2,078-80.3% |
| Participant deferral / active EE | $3,331 | $2,439+36.6% | $3,344-0.4% | $3,356-0.7% |
| Admin fee / account holder | $80 | $95-15.4% | $5,019-98.4% | $115-30.1% |