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 | $50,189 |
BAKER TILLY US, LLP3 years Service code 27 · EIN 46-2648231 | Advisory (Plan) | $20,000 |
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 | $104,205 | $44,960+131.8% | $84,966+22.6% | $74,495+39.9% |
| Participation rate | 98.3% | 49.4%+49.0pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 11.58% | 26.24%-14.7pp | 66.38%-54.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $6,722 | $1,457+361.3% | $2,727+146.5% | $2,623+156.3% |
| Participant deferral / active EE | $10,348 | $2,731+278.9% | $4,519+129.0% | $4,346+138.1% |
| Admin fee / account holder | $280 | $2,209-87.3% | $6,149-95.4% | $1,942-85.6% |