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 6-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+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,134 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,785 | $99,957-34.2% | $149,696-56.1% | $73,488-10.5% |
| Participation rate | 57.4% | 75.7%-18.3pp | 82.5%-25.1pp | 70.7%-13.3pp |
| Annual return | 114.07% | 53.87%+60.2pp | 276.60%-162.5pp | 28.51%+85.6pp |
| Employer contribution / active EE | $1,450 | $3,191-54.6% | $4,644-68.8% | $2,270-36.1% |
| Participant deferral / active EE | $4,294 | $6,073-29.3% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $70 | $551-87.3% | $9,309-99.2% | $513-86.4% |