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 | $74,777 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,684 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,940 | $88,890+2.3% | $102,423-11.2% | $77,643+17.1% |
| Participation rate | 86.2% | 80.9%+5.2pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 83.29% | 24.98%+58.3pp | 29.32%+54.0pp | 31.24%+52.1pp |
| Employer contribution / active EE | $2,649 | $2,698-1.8% | $3,023-12.4% | $2,726-2.8% |
| Participant deferral / active EE | $4,123 | $5,145-19.9% | $5,053-18.4% | $4,647-11.3% |
| Admin fee / account holder | $217 | $235-7.9% | $9,451-97.7% | $430-49.6% |