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 | $66,713 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $24,129 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 49 · EIN 52-0783935 | Other Services | $8,043 |
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 |
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 | $96,149 | $87,870+9.4% | $113,168-15.0% | $74,304+29.4% |
| Participation rate | 92.5% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 19.15% | 26.44%-7.3pp | 24.27%-5.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $3,602 | $2,277+58.2% | $2,975+21.1% | $2,241+60.7% |
| Participant deferral / active EE | $8,025 | $4,241+89.2% | $5,107+57.2% | $3,767+113.0% |
| Admin fee / account holder | $306 | $3,368-90.9% | $12,068-97.5% | $2,969-89.7% |