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 8-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 | $12,870 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,613 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,909 | $49,915-78.1% | $154,803-93.0% | $74,304-85.3% |
| Participation rate | 90.2% | 54.0%+36.2pp | 78.1%+12.1pp | 60.3%+29.8pp |
| Annual return | 20.35% | 34.06%-13.7pp | 58.88%-38.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $885 | $1,611-45.1% | $4,305-79.4% | $2,241-60.5% |
| Participant deferral / active EE | $1,461 | $2,255-35.2% | $5,540-73.6% | $3,767-61.2% |
| Admin fee / account holder | $108 | $2,189-95.1% | $14,329-99.2% | $2,969-96.4% |