See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,508 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $206,346 | $77,660+165.7% | $109,143+89.1% | $79,386+159.9% |
| Participation rate | 56.7% | 67.8%-11.1pp | 75.9%-19.1pp | 70.7%-14.0pp |
| Annual return | 15.98% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $773 | $2,797-72.4% | $3,722-79.2% | $2,427-68.2% |
| Participant deferral / active EE | $4,622 | $3,518+31.4% | $4,653-0.7% | $4,046+14.2% |
| Admin fee / account holder | $83 | $732-88.7% | $6,752-98.8% | $626-86.8% |