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 17 · EIN 13-5674085 | Pension Consulting | $50,440 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,926 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,095 | $100,923+8.1% | $150,045-27.3% | $74,304+46.8% |
| Participation rate | 76.0% | 70.1%+6.0pp | 82.3%-6.3pp | 60.3%+15.7pp |
| Annual return | 11.90% | 51.77%-39.9pp | 62.55%-50.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,861 | $3,463-46.3% | $4,693-60.4% | $2,241-17.0% |
| Participant deferral / active EE | $8,634 | $6,709+28.7% | $7,997+8.0% | $3,767+129.2% |
| Admin fee / account holder | $395 | $2,767-85.7% | $13,435-97.1% | $2,969-86.7% |