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 | $5,973 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,557 | $79,184+34.6% | $102,438+4.0% | $74,546+42.9% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.3pp |
| Annual return | 9.87% | 54.95%-45.1pp | 29.37%-19.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $2,682 | $2,362+13.5% | $3,024-11.3% | $2,624+2.2% |
| Participant deferral / active EE | $8,022 | $4,414+81.7% | $5,054+58.7% | $4,347+84.5% |
| Admin fee / account holder | $34 | $2,001-98.3% | $9,448-99.6% | $1,944-98.3% |