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 | $69,795 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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.)
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 | $207,620 | $71,370+190.9% | $246,525-15.8% | $71,370+190.9% |
| Participation rate | 90.7% | 55.1%+35.6pp | 82.0%+8.8pp | 55.1%+35.6pp |
| Annual return | 12.61% | 15.87%-3.3pp | 0.46%+12.1pp | 15.87%-3.3pp |
| Employer contribution / active EE | $13,386 | $1,874+614.2% | $7,467+79.3% | $1,874+614.2% |
| Participant deferral / active EE | $5,272 | $2,656+98.5% | $5,422-2.8% | $2,656+98.5% |
| Admin fee / account holder | $369 | $6,050-93.9% | $16,551-97.8% | $6,050-93.9% |