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 13 · EIN 42-0127290 | Contract Administrator | $81,148 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $55,147 | $130,141-57.6% | $86,677-36.4% | $77,904-29.2% |
| Participation rate | 95.4% | 85.9%+9.5pp | 76.6%+18.8pp | 73.7%+21.7pp |
| Annual return | -15.88% | -12.75%-3.1pp | 35.91%-51.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,587 | $3,220-50.7% | $2,836-44.0% | $2,848-44.3% |
| Participant deferral / active EE | $4,127 | $5,757-28.3% | $4,656-11.4% | $4,806-14.1% |
| Admin fee / account holder | $68 | $132-48.3% | $7,493-99.1% | $133-48.6% |