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 06-1050034 | Contract Administrator | $244,341 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $27,608 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $18,044 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,335 | $118,337+37.2% | $189,513-14.3% | $93,030+74.5% |
| Participation rate | 99.2% | 89.1%+10.2pp | 87.8%+11.4pp | 73.9%+25.3pp |
| Annual return | 16.88% | 21.77%-4.9pp | 555.15%-538.3pp | 158.70%-141.8pp |
| Employer contribution / active EE | $9,918 | $4,204+135.9% | $6,162+61.0% | $2,706+266.6% |
| Participant deferral / active EE | $9,059 | $7,123+27.2% | $8,221+10.2% | $4,562+98.6% |
| Admin fee / account holder | $65 | $100-35.1% | $12,045-99.5% | $152-57.3% |