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 | $61,146 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,701 | $87,870+29.4% | $113,168+0.5% | $74,304+53.0% |
| Participation rate | 92.9% | 70.7%+22.1pp | 76.6%+16.3pp | 60.3%+32.5pp |
| Annual return | 13.91% | 26.44%-12.5pp | 24.27%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,764 | $2,277-22.5% | $2,975-40.7% | $2,241-21.3% |
| Participant deferral / active EE | $6,905 | $4,241+62.8% | $5,107+35.2% | $3,767+83.3% |
| Admin fee / account holder | $287 | $3,368-91.5% | $12,068-97.6% | $2,969-90.3% |