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 10-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 | $4,441 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,246 | $65,561+81.9% | $91,541+30.3% | $74,304+60.5% |
| Participation rate | 95.4% | 56.6%+38.8pp | 69.8%+25.6pp | 60.3%+35.1pp |
| Annual return | 14.78% | 17.68%-2.9pp | 20.50%-5.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,137 | $2,918+178.9% | $4,008+103.0% | $3,767+116.0% |
| Admin fee / account holder | $39 | $3,333-98.8% | $6,956-99.4% | $2,969-98.7% |