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 L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,937 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,211 | $48,064+114.7% | $78,778+31.0% | $69,631+48.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.2%+10.8pp | 70.7%+9.3pp |
| Annual return | 14.45% | 21.81%-7.4pp | 35.62%-21.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $910 | $744+22.4% | $1,986-54.1% | $2,032-55.2% |
| Participant deferral / active EE | $4,735 | $2,079+127.7% | $2,958+60.0% | $3,224+46.9% |
| Admin fee / account holder | $65 | $152-57.5% | $5,134-98.7% | $110-41.6% |