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 | $106,814 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,247 | $84,487+17.5% | $125,339-20.8% | $66,914+48.3% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+12.9pp | 69.8%+25.5pp |
| Annual return | 4.85% | -8.39%+13.2pp | 572.05%-567.2pp | 1.58%+3.3pp |
| Employer contribution / active EE | $3,627 | $3,553+2.1% | $4,814-24.7% | $2,544+42.5% |
| Participant deferral / active EE | $7,338 | $6,781+8.2% | $7,446-1.5% | $4,237+73.2% |
| Admin fee / account holder | $399 | $685-41.7% | $10,010-96.0% | $593-32.7% |