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) | $47,417 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,654 |
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).
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 | $29,863 | $81,908-63.5% | $90,749-67.1% | $64,808-53.9% |
| Participation rate | 94.1% | 80.5%+13.6pp | 75.7%+18.4pp | 71.5%+22.6pp |
| Annual return | -15.34% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,538 | $3,065-17.2% | $2,921-13.1% | $2,506+1.3% |
| Participant deferral / active EE | $4,383 | $4,840-9.4% | $4,564-4.0% | $4,310+1.7% |
| Admin fee / account holder | $94 | $157-40.5% | $8,445-98.9% | $188-50.2% |