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 | $60,001 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $14,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,409 | $78,275+42.3% | $109,143+2.1% | $86,799+28.4% |
| Participation rate | 98.5% | 73.8%+24.7pp | 75.9%+22.6pp | 72.3%+26.2pp |
| Annual return | 18.71% | 19.14%-0.4pp | 25.75%-7.0pp | 97.91%-79.2pp |
| Employer contribution / active EE | $3,027 | $3,105-2.5% | $3,722-18.7% | $2,405+25.8% |
| Participant deferral / active EE | $6,584 | $3,641+80.8% | $4,653+41.5% | $4,131+59.4% |
| Admin fee / account holder | $457 | $198+130.4% | $6,752-93.2% | $170+169.7% |