Filed June 26, 2024
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 | $28,234 |
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 | $21,915 | $50,815-56.9% | $155,509-85.9% | $77,643-71.8% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 28.37% | 34.80%-6.4pp | 64.67%-36.3pp | 31.24%-2.9pp |
| Employer contribution / active EE | $542 | $1,993-72.8% | $4,672-88.4% | $2,726-80.1% |
| Participant deferral / active EE | $1,233 | $2,822-56.3% | $5,626-78.1% | $4,647-73.5% |
| Admin fee / account holder | $78 | $437-82.1% | $15,912-99.5% | $430-81.9% |