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) | $26,921 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,037 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,604 | $85,135-64.1% | $98,907-69.1% | $73,409-58.3% |
| Participation rate | 93.8% | 81.1%+12.7pp | 76.0%+17.8pp | 72.2%+21.7pp |
| Annual return | 16.71% | 19.14%-2.4pp | 196.43%-179.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,351 | $2,721-13.6% | $2,689-12.6% | $2,234+5.3% |
| Participant deferral / active EE | $3,752 | $4,349-13.7% | $4,244-11.6% | $3,805-1.4% |
| Admin fee / account holder | $54 | $139-61.1% | $6,642-99.2% | $158-65.7% |