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) | $19,309 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,260 |
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 | $116,708 | $47,648+144.9% | $130,648-10.7% | $67,579+72.7% |
| Participation rate | 42.3% | 60.4%-18.1pp | 71.7%-29.4pp | 71.3%-28.9pp |
| Annual return | 22.47% | 25.73%-3.3pp | 1708.96%-1686.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $438 | $1,408-68.9% | $4,092-89.3% | $2,148-79.6% |
| Participant deferral / active EE | $3,531 | $2,616+35.0% | $3,603-2.0% | $3,539-0.2% |
| Admin fee / account holder | $82 | $105-22.0% | $5,464-98.5% | $142-42.4% |