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 26 · EIN 71-0294708 | Advisory (Participants) | $530,707 |
Service code 99 · EIN 20-8874282 | Other Fees | $100,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $56,229 |
CIUNI & PANICHI, INC.1 year Service code 99 25201 CHAGRIN BOULEVARD · CLEVELAND, OH 44122 | Other Fees | $14,750 |
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 | $145,889 | $78,339+86.2% | $85,682+70.3% | $93,030+56.8% |
| Participation rate | 94.1% | 72.5%+21.6pp | 69.9%+24.2pp | 73.9%+20.2pp |
| Annual return | 16.92% | 21.17%-4.2pp | 21.49%-4.6pp | 158.70%-141.8pp |
| Employer contribution / active EE | $5,369 | $2,560+109.7% | $2,618+105.1% | $2,706+98.4% |
| Participant deferral / active EE | $8,828 | $3,882+127.4% | $3,923+125.1% | $4,562+93.5% |
| Admin fee / account holder | $269 | $104+159.2% | $6,873-96.1% | $152+77.5% |