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 | $155,683 |
MORNINGSTAR4 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 | $164,423 | $65,241+152.0% | $126,539+29.9% | $85,563+92.2% |
| Participation rate | 96.7% | 48.6%+48.1pp | 69.8%+26.9pp | 66.0%+30.8pp |
| Annual return | 15.67% | 42.19%-26.5pp | 425.95%-410.3pp | 31.51%-15.8pp |
| Employer contribution / active EE | $2,867 | $1,937+48.0% | $3,674-22.0% | $2,654+8.0% |
| Participant deferral / active EE | $9,324 | $3,032+207.6% | $4,083+128.4% | $4,375+113.1% |
| Admin fee / account holder | $279 | $1,031-72.9% | $6,065-95.4% | $834-66.6% |