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 | $65,200 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,975 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,189 | $88,360+41.7% | $145,433-13.9% | $67,986+84.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 17.08% | 63.15%-46.1pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $4,378 | $3,054+43.4% | $4,554-3.9% | $2,019+116.9% |
| Participant deferral / active EE | $8,651 | $5,932+45.8% | $7,897+9.5% | $3,358+157.6% |
| Admin fee / account holder | $398 | $3,313-88.0% | $13,129-97.0% | $3,203-87.6% |