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 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 P.O. BOX 99067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,862 | $84,487-20.9% | $125,339-46.7% | $66,914-0.1% |
| Participation rate | 71.6% | 76.4%-4.8pp | 82.4%-10.8pp | 69.8%+1.8pp |
| Annual return | -19.31% | -8.39%-10.9pp | 572.05%-591.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $3,492 | $3,553-1.7% | $4,814-27.5% | $2,544+37.3% |
| Participant deferral / active EE | $7,520 | $6,781+10.9% | $7,446+1.0% | $4,237+77.5% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |