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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,566 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,171 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $46,861 | $66,098-29.1% | $101,794-54.0% | $74,304-36.9% |
| Participation rate | 88.9% | 53.8%+35.1pp | 69.2%+19.7pp | 60.3%+28.5pp |
| Annual return | 11.27% | 19.59%-8.3pp | 30.53%-19.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,514 | $2,781+98.3% | $4,084+35.0% | $3,767+46.4% |
| Admin fee / account holder | $266 | $4,146-93.6% | $8,777-97.0% | $2,969-91.0% |