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 |
|---|---|---|
TIM KELLY5 years Filed as: TIM KERTZ, JOE HARTMAN, ELGIN REES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $81,723 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,665 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,532 | $140,800-43.5% | $89,340-11.0% | $79,634-0.1% |
| Participation rate | 99.6% | 61.9%+37.7pp | 69.6%+30.1pp | 62.5%+37.1pp |
| Annual return | 3.85% | 17.84%-14.0pp | 20.57%-16.7pp | 36.46%-32.6pp |
| Employer contribution / active EE | $4,401 | $2,021+117.8% | $2,231+97.2% | $2,529+74.0% |
| Participant deferral / active EE | $2,008 | $3,219-37.6% | $3,823-47.5% | $3,835-47.6% |
| Admin fee / account holder | $236 | $1,610-85.3% | $6,704-96.5% | $1,002-76.4% |