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 | $307,133 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $28,053 |
Service code 49 · EIN 41-0973005 | Other Services | $21,314 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,683 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVIORS LLC Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,256 | $131,799-52.0% | $200,582-68.5% | $85,563-26.1% |
| Participation rate | 99.1% | 87.9%+11.1pp | 86.9%+12.2pp | 66.0%+33.1pp |
| Annual return | 12.97% | 21.59%-8.6pp | 42.33%-29.4pp | 31.51%-18.5pp |
| Employer contribution / active EE | $3,608 | $4,532-20.4% | $6,419-43.8% | $2,654+36.0% |
| Participant deferral / active EE | $6,186 | $7,702-19.7% | $9,331-33.7% | $4,375+41.4% |
| Admin fee / account holder | $563 | $235+139.5% | $16,305-96.5% | $834-32.5% |