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 | $149,879 |
MORNINGSTAR3 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 | $155,295 | $58,778+164.2% | $129,207+20.2% | $77,643+100.0% |
| Participation rate | 97.3% | 59.2%+38.0pp | 69.6%+27.7pp | 70.6%+26.7pp |
| Annual return | 12.91% | 24.73%-11.8pp | 9417.33%-9404.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,821 | $1,952+44.5% | $4,153-32.1% | $2,726+3.5% |
| Participant deferral / active EE | $9,181 | $3,212+185.8% | $4,168+120.3% | $4,647+97.6% |
| Admin fee / account holder | $281 | $589-52.3% | $7,715-96.4% | $430-34.7% |