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) | $42,920 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,063 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 99 · EIN 41-1944416 | Other Fees | $9,994 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 99 · EIN 82-1301701 | Other Fees | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $25,995 | $99,078-73.8% | $96,544-73.1% | $74,419-65.1% |
| Participation rate | 34.4% | 80.7%-46.3pp | 76.0%-41.6pp | 70.7%-36.3pp |
| Annual return | 17.68% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,005 | $2,570-60.9% | $2,965-66.1% | $2,637-61.9% |
| Participant deferral / active EE | $1,311 | $4,933-73.4% | $4,851-73.0% | $4,528-71.1% |
| Admin fee / account holder | $226 | $225+0.5% | $8,252-97.3% | $348-35.1% |