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 7-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 | $41,095 |
STIFEL NICOLAUS & CO INC2 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $9,619 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT 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 | $20,690 | $55,415-62.7% | $155,509-86.7% | $74,495-72.2% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.5pp | 67.2%+21.4pp |
| Annual return | 13.58% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,918 | $2,267-15.4% | $4,672-58.9% | $2,623-26.9% |
| Participant deferral / active EE | $2,697 | $2,836-4.9% | $5,626-52.1% | $4,346-37.9% |
| Admin fee / account holder | $173 | $1,738-90.1% | $15,912-98.9% | $1,942-91.1% |