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 | $236,907 |
CFO4LIFE1 year Service code 27 · EIN 81-4924115 | Advisory (Plan) | $79,803 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,437 | $73,034-57.0% | $77,163-59.3% | $80,160-60.8% |
| Participation rate | 80.1% | 78.1%+2.0pp | 69.6%+10.6pp | 72.9%+7.2pp |
| Annual return | 121.72% | 18.56%+103.2pp | 37.87%+83.8pp | 40.38%+81.3pp |
| Employer contribution / active EE | $2,772 | $2,779-0.2% | $2,535+9.4% | $2,978-6.9% |
| Participant deferral / active EE | $1,949 | $4,140-52.9% | $3,833-49.2% | $5,017-61.2% |
| Admin fee / account holder | $83 | $104-19.6% | $5,472-98.5% | $145-42.5% |