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 | $3,432 |
MORNINGSTAR2 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,297 | $89,588-57.3% | $136,007-71.8% | $77,643-50.7% |
| Participation rate | 68.2% | 74.3%-6.1pp | 76.5%-8.3pp | 70.6%-2.4pp |
| Annual return | 17.18% | 17.42%-0.2pp | 579.32%-562.1pp | 31.24%-14.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,338 | $5,591-40.3% | $7,025-52.5% | $4,647-28.2% |
| Admin fee / account holder | $16 | $539-97.0% | $6,858-99.8% | $430-96.2% |