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 | $92,713 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,353 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $155,791 | $93,131+67.3% | $106,548+46.2% | $86,799+79.5% |
| Participation rate | 71.2% | 81.4%-10.2pp | 76.1%-4.9pp | 72.3%-1.0pp |
| Annual return | 14.12% | 19.45%-5.3pp | 26.80%-12.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $3,169 | $2,895+9.5% | $2,819+12.4% | $2,405+31.8% |
| Participant deferral / active EE | $5,073 | $4,708+7.7% | $4,398+15.3% | $4,131+22.8% |
| Admin fee / account holder | $162 | $145+11.9% | $7,407-97.8% | $170-4.3% |