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 26 · EIN 71-0294708 | Advisory (Participants) | $23,451 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,981 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $2,984 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,694 | $75,284-55.2% | $91,001-63.0% | $69,631-51.6% |
| Participation rate | 96.8% | 80.4%+16.4pp | 75.6%+21.2pp | 70.7%+26.1pp |
| Annual return | 18.84% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,683 | $2,473+8.5% | $2,456+9.3% | $2,032+32.0% |
| Participant deferral / active EE | $5,316 | $3,700+43.7% | $3,547+49.9% | $3,224+64.9% |
| Admin fee / account holder | $72 | $111-35.3% | $5,417-98.7% | $110-35.2% |