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 9-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 | $69,392 |
Service code 27 · EIN 83-1832626 | Advisory (Plan) | $27,507 |
MORNINGSTAR8 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $32,764 | $65,946-50.3% | $81,783-59.9% | $77,671-57.8% |
| Participation rate | 90.3% | 65.8%+24.5pp | 72.4%+18.0pp | 70.6%+19.7pp |
| Annual return | 13.94% | 26.65%-12.7pp | 775.05%-761.1pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,718 | $2,371-27.5% | $2,913-41.0% | $2,726-37.0% |
| Participant deferral / active EE | $3,250 | $3,507-7.3% | $4,320-24.8% | $4,648-30.1% |
| Admin fee / account holder | $147 | $527-72.1% | $7,380-98.0% | $430-65.8% |