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 26 · EIN 71-0294708 | Advisory (Participants) | $8,958 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,679 | $25,302+72.6% | $74,701-41.5% | $67,579-35.4% |
| Participation rate | 28.4% | 37.8%-9.5pp | 54.5%-26.1pp | 71.3%-42.9pp |
| Annual return | 21.04% | 10291.17%-10270.1pp | 752.92%-731.9pp | 378.56%-357.5pp |
| Employer contribution / active EE | $439 | $446-1.7% | $1,084-59.5% | $2,148-79.6% |
| Participant deferral / active EE | $899 | $954-5.8% | $1,964-54.2% | $3,539-74.6% |
| Admin fee / account holder | $17 | $108-84.2% | $3,333-99.5% | $142-88.1% |