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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 13 · EIN 36-4317381 | Contract Administrator | $30,431 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,431 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $75 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,213 | $86,655-51.3% | $119,609-64.7% | $66,914-36.9% |
| Participation rate | 61.9% | 75.6%-13.6pp | 79.3%-17.3pp | 69.8%-7.9pp |
| Annual return | -11.93% | -8.00%-3.9pp | -14.97%+3.0pp | 1.58%-13.5pp |
| Employer contribution / active EE | $936 | $2,536-63.1% | $4,232-77.9% | $2,544-63.2% |
| Participant deferral / active EE | $2,212 | $4,358-49.2% | $5,602-60.5% | $4,237-47.8% |
| Admin fee / account holder | $332 | $755-56.1% | $10,323-96.8% | $593-44.1% |