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 | $61,143 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,326 |
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 | $63,689 | $88,890-28.4% | $102,423-37.8% | $77,643-18.0% |
| Participation rate | 93.7% | 80.9%+12.7pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 12.69% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,704 | $2,698-36.8% | $3,023-43.7% | $2,726-37.5% |
| Participant deferral / active EE | $5,350 | $5,145+4.0% | $5,053+5.9% | $4,647+15.1% |
| Admin fee / account holder | $199 | $235-15.7% | $9,451-97.9% | $430-53.9% |