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 | $40,189 |
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 | $113,616 | $78,485+44.8% | $106,213+7.0% | $74,495+52.5% |
| Participation rate | 86.2% | 72.8%+13.4pp | 75.3%+10.9pp | 67.2%+19.0pp |
| Annual return | 11.69% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,639 | $2,523+4.6% | $3,171-16.8% | $2,623+0.6% |
| Participant deferral / active EE | $4,496 | $4,322+4.0% | $5,016-10.4% | $4,346+3.4% |
| Admin fee / account holder | $272 | $2,232-87.8% | $11,033-97.5% | $1,942-86.0% |