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 | $30,090 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,954 | $60,261-32.0% | $81,783-49.9% | $74,546-45.1% |
| Participation rate | 83.5% | 62.9%+20.6pp | 72.4%+11.1pp | 67.2%+16.3pp |
| Annual return | 19.74% | 16.88%+2.9pp | 775.05%-755.3pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,730 | $3,388+128.2% | $4,320+78.9% | $4,347+77.8% |
| Admin fee / account holder | $140 | $1,482-90.6% | $7,380-98.1% | $1,944-92.8% |