See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $104,679 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $31,682 |
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 | $195,988 | $72,254+171.2% | $86,677+126.1% | $64,808+202.4% |
| Participation rate | 95.4% | 80.4%+14.9pp | 76.6%+18.8pp | 71.5%+23.9pp |
| Annual return | -15.15% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $3,780 | $2,393+58.0% | $2,836+33.3% | $2,506+50.9% |
| Participant deferral / active EE | $11,769 | $4,658+152.7% | $4,656+152.8% | $4,310+173.0% |
| Admin fee / account holder | $279 | $174+60.7% | $7,493-96.3% | $188+48.8% |