See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $332,974 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $92,299 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,070 | $122,186-72.1% | $146,958-76.8% | $199,593-82.9% |
| Participation rate | 95.7% | 78.3%+17.4pp | 82.2%+13.5pp | 72.0%+23.7pp |
| Annual return | 112.16% | 30.56%+81.6pp | 418.34%-306.2pp | 34.25%+77.9pp |
| Employer contribution / active EE | $1,693 | $4,093-58.6% | $4,933-65.7% | $3,034-44.2% |
| Participant deferral / active EE | $3,151 | $8,502-62.9% | $8,070-61.0% | $5,087-38.1% |
| Admin fee / account holder | $152 | $179-15.2% | $12,998-98.8% | $269-43.6% |