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 | $123,346 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 · EIN 13-3180631 | Advisory (Participants) | $35,959 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 51-6041053 | Advisory (Plan) | $33,840 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,917 |
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 | $60,507 | $129,021-53.1% | $184,203-67.2% | $77,643-22.1% |
| Participation rate | 96.1% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.5pp |
| Annual return | 16.45% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,804 | $4,413-13.8% | $6,427-40.8% | $2,726+39.6% |
| Participant deferral / active EE | $6,092 | $7,297-16.5% | $9,131-33.3% | $4,647+31.1% |
| Admin fee / account holder | $278 | $254+9.4% | $13,901-98.0% | $430-35.5% |