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 | $177,574 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,957 | $47,898+190.1% | $117,472+18.3% | $64,808+114.4% |
| Participation rate | 93.5% | 61.9%+31.6pp | 70.6%+22.9pp | 71.5%+22.1pp |
| Annual return | -13.83% | -15.54%+1.7pp | 29.74%-43.6pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,196 | $1,774+23.8% | $4,176-47.4% | $2,506-12.4% |
| Participant deferral / active EE | $8,341 | $3,151+164.8% | $4,070+104.9% | $4,310+93.5% |
| Admin fee / account holder | $354 | $132+168.9% | $5,645-93.7% | $188+88.8% |