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 |
|---|---|---|
RSM US LLP2 years Service code 99 · EIN 42-0714325 | Other Fees | $15,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,994 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $5,477 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $788 |
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 | $109,833 | $59,535+84.5% | $90,160+21.8% | $62,292+76.3% |
| Participation rate | 91.9% | 73.0%+18.9pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 16.37% | 23.53%-7.2pp | 34.88%-18.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,386 | $1,826+30.7% | $3,318-28.1% | $2,042+16.8% |
| Participant deferral / active EE | $7,338 | $4,639+58.2% | $5,288+38.8% | $3,169+131.5% |
| Admin fee / account holder | $44 | $337-86.9% | $5,943-99.3% | $479-90.8% |