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 | $36,818 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,527 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,212 | $132,049-30.9% | $200,582-54.5% | $74,304+22.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 86.9%+2.0pp | 60.3%+28.5pp |
| Annual return | 12.33% | 22.22%-9.9pp | 42.33%-30.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,259 | $4,558-72.4% | $6,419-80.4% | $2,241-43.8% |
| Participant deferral / active EE | $4,263 | $7,213-40.9% | $9,331-54.3% | $3,767+13.2% |
| Admin fee / account holder | $372 | $2,405-84.5% | $16,305-97.7% | $2,969-87.5% |