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 5-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) | $82,177 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $53,788 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $49,316 |
OLAM AMERICAS INC1 year Filed as: OLAM AMERICAS, INC. Service code 99 · EIN 11-3662046 | Other Fees | $31,600 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $21,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,593 | $42,419+61.7% | $104,294-34.2% | $77,904-12.0% |
| Participation rate | 45.0% | 51.6%-6.6pp | 73.3%-28.3pp | 73.7%-28.7pp |
| Annual return | -20.32% | -11.16%-9.2pp | 24.61%-44.9pp | 12.21%-32.5pp |
| Employer contribution / active EE | $2,223 | $1,105+101.2% | $3,372-34.1% | $2,848-21.9% |
| Participant deferral / active EE | $3,028 | $1,992+52.0% | $4,625-34.5% | $4,806-37.0% |
| Admin fee / account holder | $89 | $117-24.0% | $7,339-98.8% | $133-32.7% |