Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 49 | Other Services | $24,201 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,263 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $5,261 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,263 | $88,087+12.7% | $164,866-39.8% | $74,546+33.2% |
| Participation rate | 96.6% | 73.1%+23.6pp | 78.6%+18.0pp | 67.2%+29.4pp |
| Annual return | 11.81% | 17.27%-5.5pp | 69.97%-58.2pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $3,848 | $2,595+48.3% | $4,343-11.4% | $2,624+46.6% |
| Participant deferral / active EE | $7,354 | $4,499+63.4% | $6,033+21.9% | $4,347+69.2% |
| Admin fee / account holder | $94 | $2,232-95.8% | $12,689-99.3% | $1,944-95.1% |