Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $141,784 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $24,000 |
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $12,000 |
MORNINGSTAR3 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,578 | $88,982+45.6% | $102,438+26.5% | $77,671+66.8% |
| Participation rate | 95.8% | 80.9%+14.8pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 17.23% | 25.01%-7.8pp | 29.37%-12.1pp | 31.21%-14.0pp |
| Employer contribution / active EE | $1,536 | $2,698-43.1% | $3,024-49.2% | $2,726-43.7% |
| Participant deferral / active EE | $7,512 | $5,144+46.0% | $5,054+48.6% | $4,648+61.6% |
| Admin fee / account holder | $242 | $236+2.7% | $9,448-97.4% | $430-43.8% |