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) | $8,424 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
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 | $54,894 | $53,165+3.3% | $86,188-36.3% | $74,419-26.2% |
| Participation rate | 79.7% | 64.9%+14.9pp | 69.0%+10.8pp | 70.7%+9.0pp |
| Annual return | 18.81% | 22.64%-3.8pp | 1168.45%-1149.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $685 | $1,210-43.4% | $2,380-71.2% | $2,637-74.0% |
| Participant deferral / active EE | $5,646 | $3,234+74.6% | $3,985+41.7% | $4,528+24.7% |
| Admin fee / account holder | $22 | $551-96.0% | $6,852-99.7% | $348-93.7% |