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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,637 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,343 | $122,259-53.9% | $147,005-61.7% | $199,768-71.8% |
| Participation rate | 29.0% | 78.3%-49.2pp | 82.2%-53.1pp | 72.0%-43.0pp |
| Annual return | 11.62% | 30.58%-19.0pp | 418.76%-407.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $1,070 | $4,097-73.9% | $4,934-78.3% | $3,037-64.8% |
| Participant deferral / active EE | $2,211 | $8,504-74.0% | $8,070-72.6% | $5,090-56.6% |
| Admin fee / account holder | $176 | $179-1.7% | $13,006-98.6% | $269-34.6% |