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 | $51,424 |
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 | $93,274 | $79,184+17.8% | $102,438-8.9% | $74,546+25.1% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 13.17% | 54.95%-41.8pp | 29.37%-16.2pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,593 | $2,362-32.6% | $3,024-47.3% | $2,624-39.3% |
| Participant deferral / active EE | $5,966 | $4,414+35.1% | $5,054+18.1% | $4,347+37.2% |
| Admin fee / account holder | $236 | $2,001-88.2% | $9,448-97.5% | $1,944-87.9% |