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 15 · EIN 42-0127290 | Recordkeeping | $140,376 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,826 | $92,055+0.8% | $106,213-12.6% | $77,643+19.6% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 11.89% | 17.91%-6.0pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,186 | $3,367-64.8% | $3,171-62.6% | $2,726-56.5% |
| Participant deferral / active EE | $4,429 | $5,386-17.8% | $5,016-11.7% | $4,647-4.7% |
| Admin fee / account holder | $131 | $219-40.1% | $11,033-98.8% | $430-69.5% |