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 | $36,972 |
TRIAD ADVISORS INC4 years Service code 49 · EIN 65-0824483 | Other Services | $9,134 |
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 |
Employer contribution per participant 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 | $26,810 | $59,402-54.9% | $93,654-71.4% | $74,546-64.0% |
| Participation rate | 87.3% | 59.7%+27.6pp | 68.7%+18.6pp | 67.2%+20.1pp |
| Annual return | 11.16% | 81.86%-70.7pp | 133.34%-122.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $14 | $1,265-98.9% | $2,421-99.4% | $2,624-99.5% |
| Participant deferral / active EE | $3,324 | $3,049+9.0% | $4,413-24.7% | $4,347-23.5% |
| Admin fee / account holder | $160 | $3,023-94.7% | $8,282-98.1% | $1,944-91.8% |