Morningstar
Morningstar Compensation & Benefits
Frequently Asked Questions
Morningstar conducts an annual analysis of its compensation plans using external benchmark data for relevant local labor market competitors.
Your future matters, to you and to us. We invest for the long term and aim to support our employees to reach their goals, positioning them for a fulfilled life—we enable this through product access, financial literacy programs, strong retirement and family benefits.
On the financial side, that means retirement savings with employer contributions, annual bonuses tied to company and individual performance, and the option to convert part of your bonus or commissions into restricted stock units, with a company-added match.
You also get access to Morningstar Retirement Manager and Morningstar Investor, the same tools we build for investors, yours to use at no cost.
For time and well-being, every four years of continuing employment, you can be eligible for a paid sabbatical. We also offer parental and caregiving leave, time off, and mental health resources, though offerings may vary by location.
Through our Shared Ownership Program, you can convert a portion of your cash bonus or commission payout into restricted stock units. The company adds a match. You grow as we grow.
What People Are Saying About Morningstar
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Retirement Support: Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth: Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support: A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
Morningstar's Benefits
Offers company equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Offers employee stock purchase plan
Offers performance bonuses
Hosts company-sponsored family events
Offers childcare benefits
Offers generous parental leave
Provides adoption assistance
Provides family medical leave
Offers dental insurance
Offers Flexible Spending Account (FSA)
Offers health insurance
Offers mental health benefits
Offers vision insurance
Offers 401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
Offers charitable contribution matching
Offers disability insurance
Offers life insurance
Provides 401(K) matching
Our retirement savings programs include fixed or matching employer contributions to support long-term savings.
Provides free access to retirement planning tools
