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 | $20,425 |
Service code 26 315 DEADERICK ST STE 500 · NASHVILLE, TN 372380114 | Advisory (Participants) | $6,276 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,301 | $47,126-86.6% | $149,673-95.8% | $74,419-91.5% |
| Participation rate | 90.3% | 63.4%+26.9pp | 78.8%+11.5pp | 70.7%+19.6pp |
| Annual return | 26.11% | 22.75%+3.4pp | 134.42%-108.3pp | 34.38%-8.3pp |
| Employer contribution / active EE | $25 | $1,905-98.7% | $4,818-99.5% | $2,637-99.1% |
| Participant deferral / active EE | $2,303 | $2,728-15.6% | $5,680-59.5% | $4,528-49.1% |
| Admin fee / account holder | $55 | $343-83.8% | $13,210-99.6% | $348-84.0% |