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 |
|---|---|---|
CFO4LIFE1 year Service code 27 · EIN 81-4924115 | Advisory (Plan) | $151,158 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,658 |
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 | $132,053 | $73,034+80.8% | $77,163+71.1% | $80,160+64.7% |
| Participation rate | 76.3% | 78.1%-1.8pp | 69.6%+6.8pp | 72.9%+3.4pp |
| Annual return | 52.23% | 18.56%+33.7pp | 37.87%+14.4pp | 40.38%+11.9pp |
| Employer contribution / active EE | $9,304 | $2,779+234.8% | $2,535+267.0% | $2,978+212.4% |
| Participant deferral / active EE | $5,330 | $4,140+28.7% | $3,833+39.1% | $5,017+6.2% |
| Admin fee / account holder | $155 | $104+49.7% | $5,472-97.2% | $145+7.1% |