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 13 · EIN 42-0127290 | Contract Administrator | $1,106,410 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $59,097 |
Service code 29 · EIN 58-0967450 | Legal | $57,314 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $146,070 | $171,977-15.1% | $200,582-27.2% | $140,769+3.8% |
| Participation rate | 94.6% | 93.2%+1.4pp | 86.9%+7.7pp | 74.2%+20.5pp |
| Annual return | 14.32% | 19.20%-4.9pp | 42.33%-28.0pp | 16.82%-2.5pp |
| Employer contribution / active EE | $2,713 | $6,031-55.0% | $6,419-57.7% | $3,906-30.5% |
| Participant deferral / active EE | $7,818 | $9,366-16.5% | $9,331-16.2% | $6,717+16.4% |
| Admin fee / account holder | $53 | $68-21.3% | $16,305-99.7% | $229-76.7% |