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) | $27,489 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,429 |
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 | $30,047 | $65,223-53.9% | $80,019-62.5% | $55,725-46.1% |
| Participation rate | 98.2% | 80.6%+17.6pp | 75.8%+22.4pp | 70.9%+27.3pp |
| Annual return | -4.07% | 7.59%-11.7pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,267 | $2,544-10.9% | $2,468-8.2% | $2,078+9.1% |
| Participant deferral / active EE | $4,417 | $3,881+13.8% | $3,686+19.8% | $3,356+31.6% |
| Admin fee / account holder | $75 | $114-34.4% | $6,521-98.9% | $115-35.0% |