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 | $80,337 |
MORNINGSTAR2 years 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 | $68,434 | $99,078-30.9% | $96,544-29.1% | $74,419-8.0% |
| Participation rate | 95.4% | 80.7%+14.7pp | 76.0%+19.4pp | 70.7%+24.7pp |
| Annual return | 18.15% | 22.48%-4.3pp | 25.84%-7.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,751 | $2,570-31.9% | $2,965-40.9% | $2,637-33.6% |
| Participant deferral / active EE | $4,855 | $4,933-1.6% | $4,851+0.1% | $4,528+7.2% |
| Admin fee / account holder | $70 | $225-68.9% | $8,252-99.2% | $348-79.9% |