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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $16,427 |
Service code 37 · EIN 39-6040276 | Loan Processing | $5,868 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,910 | $89,436-18.5% | $164,813-55.8% | $77,643-6.1% |
| Participation rate | 89.3% | 78.6%+10.7pp | 78.6%+10.7pp | 70.6%+18.7pp |
| Annual return | 11.60% | 28.83%-17.2pp | 69.93%-58.3pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,237 | $2,569-12.9% | $4,341-48.5% | $2,726-17.9% |
| Participant deferral / active EE | $6,611 | $4,897+35.0% | $6,031+9.6% | $4,647+42.3% |
| Admin fee / account holder | $66 | $339-80.5% | $12,690-99.5% | $430-84.6% |