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 | $44,960-1.8% | $84,966-48.0% | $74,495-40.7% |
| Participation rate | 94.7% | 49.4%+45.4pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 15.36% | 26.24%-10.9pp | 66.38%-51.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,440 | $1,457-1.2% | $2,727-47.2% | $2,623-45.1% |
| Participant deferral / active EE | $3,170 | $2,731+16.1% | $4,519-29.8% | $4,346-27.0% |
| Admin fee / account holder | $281 | $2,209-87.3% | $6,149-95.4% | $1,942-85.5% |