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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $62,685 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,366 |
MORNINGSTAR1 year 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 | $44,146 | $44,984-1.9% | $85,009-48.1% | $74,546-40.8% |
| Participation rate | 94.7% | 49.4%+45.3pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 15.36% | 26.25%-10.9pp | 66.47%-51.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,440 | $1,458-1.3% | $2,728-47.2% | $2,624-45.1% |
| Participant deferral / active EE | $3,170 | $2,733+16.0% | $4,522-29.9% | $4,347-27.1% |
| Admin fee / account holder | $281 | $2,208-87.3% | $6,153-95.4% | $1,944-85.6% |