Filed January 9, 2023
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 13 · EIN 42-0127290 | Contract Administrator | $47,696 |
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 | $60,238 | $100,227-39.9% | $169,993-64.6% | $74,419-19.1% |
| Participation rate | 93.9% | 87.3%+6.6pp | 87.0%+6.9pp | 70.7%+23.2pp |
| Annual return | 20.87% | 66.08%-45.2pp | 53.37%-32.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,944 | $4,263-30.9% | $6,785-56.6% | $2,637+11.6% |
| Participant deferral / active EE | $5,872 | $7,143-17.8% | $10,408-43.6% | $4,528+29.7% |
| Admin fee / account holder | $99 | $234-57.9% | $12,815-99.2% | $348-71.6% |