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 4-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 17 · EIN 13-5674085 | Pension Consulting | $33,069 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,607 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,819 | $50,815-15.7% | $155,509-72.5% | $77,643-44.9% |
| Participation rate | 63.7% | 63.1%+0.6pp | 78.2%-14.5pp | 70.6%-6.9pp |
| Annual return | 14.42% | 34.80%-20.4pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,865 | $1,993-6.4% | $4,672-60.1% | $2,726-31.6% |
| Participant deferral / active EE | $3,790 | $2,822+34.3% | $5,626-32.6% | $4,647-18.5% |
| Admin fee / account holder | $120 | $437-72.5% | $15,912-99.2% | $430-72.1% |