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) | $31,368 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,557 | $74,347-49.5% | $93,606-59.9% | $67,579-44.4% |
| Participation rate | 98.2% | 80.6%+17.6pp | 75.8%+22.4pp | 71.3%+26.9pp |
| Annual return | 22.70% | 28.07%-5.4pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,544 | $2,583-1.5% | $2,718-6.4% | $2,148+18.4% |
| Participant deferral / active EE | $4,378 | $4,060+7.8% | $4,069+7.6% | $3,539+23.7% |
| Admin fee / account holder | $81 | $123-34.0% | $7,888-99.0% | $142-43.1% |