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 4-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 | $58,346 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,592 | $95,274+20.3% | $135,903-15.7% | $74,419+54.0% |
| Participation rate | 97.9% | 78.2%+19.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 13.98% | 32.77%-18.8pp | 68.23%-54.3pp | 34.38%-20.4pp |
| Employer contribution / active EE | $8,078 | $3,874+108.5% | $4,856+66.3% | $2,637+206.3% |
| Participant deferral / active EE | $9,514 | $7,782+22.3% | $7,758+22.6% | $4,528+110.1% |
| Admin fee / account holder | $87 | $266-67.2% | $10,762-99.2% | $348-74.9% |