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 26 · EIN 71-0294708 | Advisory (Participants) | $20,925 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,073 | $54,121+147.7% | $134,143-0.1% | $73,409+82.6% |
| Participation rate | 40.1% | 64.4%-24.3pp | 72.2%-32.1pp | 72.2%-32.1pp |
| Annual return | 17.51% | -312.52%+330.0pp | 36.33%-18.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $408 | $1,402-70.9% | $3,704-89.0% | $2,234-81.7% |
| Participant deferral / active EE | $3,783 | $2,844+33.0% | $3,499+8.1% | $3,805-0.6% |
| Admin fee / account holder | $89 | $132-32.9% | $6,684-98.7% | $158-43.8% |