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) | $19,311 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,911 |
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 | $59,309 | $59,263+0.1% | $96,562-38.6% | $79,386-25.3% |
| Participation rate | 96.2% | 61.9%+34.3pp | 69.8%+26.4pp | 70.7%+25.5pp |
| Annual return | 12.73% | 27.07%-14.3pp | 37.78%-25.1pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,217 | $1,216+0.1% | $2,356-48.4% | $2,427-49.9% |
| Participant deferral / active EE | $5,153 | $2,948+74.8% | $3,849+33.9% | $4,046+27.4% |
| Admin fee / account holder | $109 | $658-83.4% | $6,181-98.2% | $626-82.5% |