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 | $14,249 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
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 | $116,537 | $96,137+21.2% | $136,007-14.3% | $80,874+44.1% |
| Participation rate | 48.5% | 71.2%-22.7pp | 76.5%-28.0pp | 67.6%-19.2pp |
| Annual return | 9.13% | 28.70%-19.6pp | 579.32%-570.2pp | 35.62%-26.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,215-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,585 | $5,706-19.6% | $7,024-34.7% | $4,297+6.7% |
| Admin fee / account holder | $98 | $8,236-98.8% | $6,858-98.6% | $6,935-98.6% |