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 13 · EIN 42-0127290 | Contract Administrator | $323,944 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $174,210 | $122,693+42.0% | $184,203-5.4% | $199,593-12.7% |
| Participation rate | 92.7% | 86.8%+5.9pp | 86.8%+5.9pp | 72.0%+20.7pp |
| Annual return | 14.41% | 143.91%-129.5pp | 28.81%-14.4pp | 34.25%-19.8pp |
| Employer contribution / active EE | $9,599 | $4,584+109.4% | $6,427+49.4% | $3,034+216.3% |
| Participant deferral / active EE | $8,860 | $7,990+10.9% | $9,131-3.0% | $5,087+74.2% |
| Admin fee / account holder | $67 | $121-44.3% | $13,901-99.5% | $269-75.0% |