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 | $231,425 |
MORNINGSTAR1 year 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 | $158,999 | $112,686+41.1% | $169,993-6.5% | $80,160+98.4% |
| Participation rate | 93.6% | 87.4%+6.2pp | 87.0%+6.6pp | 72.9%+20.7pp |
| Annual return | 18.20% | 67.04%-48.8pp | 53.37%-35.2pp | 40.38%-22.2pp |
| Employer contribution / active EE | $7,482 | $4,481+67.0% | $6,785+10.3% | $2,978+151.3% |
| Participant deferral / active EE | $8,984 | $7,876+14.1% | $10,408-13.7% | $5,017+79.1% |
| Admin fee / account holder | $50 | $99-49.2% | $12,815-99.6% | $145-65.3% |