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 | $92,253 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $41,700 |
MORNINGSTAR3 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,815 | $82,972+49.2% | $103,374+19.8% | $77,671+59.4% |
| Participation rate | 86.3% | 71.5%+14.7pp | 74.5%+11.8pp | 70.6%+15.7pp |
| Annual return | 14.08% | 19.14%-5.1pp | 24.89%-10.8pp | 31.21%-17.1pp |
| Employer contribution / active EE | $3,353 | $3,554-5.6% | $3,869-13.3% | $2,726+23.0% |
| Participant deferral / active EE | $7,419 | $4,108+80.6% | $5,058+46.7% | $4,648+59.6% |
| Admin fee / account holder | $366 | $639-42.7% | $8,394-95.6% | $430-14.9% |