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 | $131,668 |
MORNINGSTAR2 years 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,666 | $53,345+176.8% | $121,098+21.9% | $74,419+98.4% |
| Participation rate | 95.5% | 60.0%+35.5pp | 69.5%+26.0pp | 70.7%+24.8pp |
| Annual return | 15.49% | 35.15%-19.7pp | 985.75%-970.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,610 | $1,898+37.5% | $4,164-37.3% | $2,637-1.0% |
| Participant deferral / active EE | $8,627 | $3,221+167.8% | $4,080+111.5% | $4,528+90.5% |
| Admin fee / account holder | $256 | $382-33.1% | $5,644-95.5% | $348-26.5% |