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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $273 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,945 | $57,354-82.7% | $83,848-88.1% | $64,186-84.5% |
| Participation rate | 38.6% | 68.6%-30.0pp | 76.1%-37.5pp | 69.6%-30.9pp |
| Annual return | -8.71% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,102 | $2,545+21.9% | $3,631-14.6% | $2,381+30.3% |
| Participant deferral / active EE | $6,406 | $2,993+114.0% | $4,082+56.9% | $3,470+84.6% |
| Admin fee / account holder | $40 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |