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 | $40,361 |
MORNINGSTAR2 years 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,931 | $84,556+59.6% | $116,228+16.1% | $74,304+81.6% |
| Participation rate | 86.5% | 66.0%+20.5pp | 74.6%+11.9pp | 60.3%+26.1pp |
| Annual return | 17.50% | 18.35%-0.9pp | 90.06%-72.6pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,872 | $2,168+32.5% | $2,994-4.1% | $2,241+28.2% |
| Participant deferral / active EE | $5,155 | $3,814+35.1% | $4,953+4.1% | $3,767+36.8% |
| Admin fee / account holder | $273 | $3,792-92.8% | $11,989-97.7% | $2,969-90.8% |