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 | $129,810 |
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 |
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 | $91,170 | $72,254+26.2% | $86,677+5.2% | $64,808+40.7% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.8pp | 71.5%+23.9pp |
| Annual return | -20.92% | 392.42%-413.3pp | 35.91%-56.8pp | 32.82%-53.7pp |
| Employer contribution / active EE | $1,385 | $2,393-42.1% | $2,836-51.2% | $2,506-44.7% |
| Participant deferral / active EE | $6,599 | $4,658+41.7% | $4,656+41.7% | $4,310+53.1% |
| Admin fee / account holder | $175 | $174+0.5% | $7,493-97.7% | $188-7.0% |