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 | $131,739 |
Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $23,169 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $29,277 | $46,292-36.8% | $143,757-79.6% | $64,808-54.8% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.2pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,774 | $1,910-7.1% | $4,951-64.2% | $2,506-29.2% |
| Participant deferral / active EE | $2,772 | $2,646+4.8% | $5,637-50.8% | $4,310-35.7% |
| Admin fee / account holder | $182 | $154+18.2% | $14,673-98.8% | $188-3.2% |