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 9-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) | $70,757 |
Service code 99 · EIN 27-4279360 | Other Fees | $40,113 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,126 | $61,272+634.6% | $149,673+200.7% | $71,457+529.9% |
| Participation rate | 91.3% | 62.5%+28.8pp | 78.8%+12.5pp | 67.9%+23.4pp |
| Annual return | 18.33% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $17,894 | $2,378+652.3% | $4,818+271.4% | $2,588+591.5% |
| Participant deferral / active EE | $15,687 | $2,917+437.8% | $5,680+176.2% | $4,289+265.8% |
| Admin fee / account holder | $583 | $1,261-53.8% | $13,210-95.6% | $1,587-63.3% |