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 | $32,914 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,275 | $73,360-79.2% | $177,989-91.4% | $74,495-79.5% |
| Participation rate | 83.3% | 66.6%+16.7pp | 77.1%+6.2pp | 67.2%+16.1pp |
| Annual return | 20.80% | 17.49%+3.3pp | 294.48%-273.7pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,084 | $2,216-6.0% | $3,949-47.2% | $2,623-20.5% |
| Participant deferral / active EE | $3,010 | $4,513-33.3% | $6,276-52.0% | $4,346-30.7% |
| Admin fee / account holder | $167 | $1,808-90.8% | $10,363-98.4% | $1,942-91.4% |