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 | $54,509 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,064 | $72,607+80.5% | $90,749+44.4% | $66,914+95.9% |
| Participation rate | 89.3% | 73.7%+15.6pp | 75.7%+13.6pp | 69.8%+19.5pp |
| Annual return | -16.45% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,581 | $2,369-33.2% | $2,921-45.9% | $2,544-37.8% |
| Participant deferral / active EE | $8,811 | $3,977+121.5% | $4,564+93.1% | $4,237+108.0% |
| Admin fee / account holder | $291 | $707-58.8% | $8,445-96.5% | $593-50.9% |