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 | $43,265 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,124 | $99,078-69.6% | $96,544-68.8% | $74,419-59.5% |
| Participation rate | 98.9% | 80.7%+18.3pp | 76.0%+23.0pp | 70.7%+28.2pp |
| Annual return | 16.21% | 22.48%-6.3pp | 25.84%-9.6pp | 34.38%-18.2pp |
| Employer contribution / active EE | $2,637 | $2,570+2.6% | $2,965-11.1% | $2,6370% |
| Participant deferral / active EE | $3,107 | $4,933-37.0% | $4,851-35.9% | $4,528-31.4% |
| Admin fee / account holder | $52 | $225-76.8% | $8,252-99.4% | $348-85.0% |