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) | $18,441 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,142 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $6,071 |
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 | $44,437 | $81,537-45.5% | $149,718-70.3% | $69,631-36.2% |
| Participation rate | 70.9% | 86.1%-15.2pp | 87.1%-16.2pp | 70.7%+0.2pp |
| Annual return | 19.40% | 22.79%-3.4pp | 1501.63%-1482.2pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,028 | $3,239-37.4% | $5,445-62.7% | $2,032-0.2% |
| Participant deferral / active EE | $5,521 | $4,994+10.6% | $6,569-15.9% | $3,224+71.3% |
| Admin fee / account holder | $38 | $107-64.3% | $11,283-99.7% | $110-65.5% |