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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $3,568 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,191 | $72,607-54.3% | $90,749-63.4% | $66,914-50.4% |
| Participation rate | 60.7% | 73.7%-13.0pp | 75.7%-15.0pp | 69.8%-9.1pp |
| Annual return | -13.18% | -12.28%-0.9pp | -12.16%-1.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,010 | $3,977-49.5% | $4,564-56.0% | $4,237-52.6% |
| Admin fee / account holder | $50 | $707-92.9% | $8,445-99.4% | $593-91.5% |