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 | $18,230 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,197 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 49 · EIN 51-0116113 | Other Services | $5,020 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,956 | $45,602-43.1% | $117,472-77.9% | $66,914-61.2% |
| Participation rate | 85.0% | 57.6%+27.4pp | 70.6%+14.5pp | 69.8%+15.2pp |
| Annual return | 14.18% | -16.74%+30.9pp | 29.74%-15.6pp | 1.58%+12.6pp |
| Employer contribution / active EE | $1,538 | $1,579-2.6% | $4,176-63.2% | $2,544-39.6% |
| Participant deferral / active EE | $2,577 | $2,845-9.4% | $4,070-36.7% | $4,237-39.2% |
| Admin fee / account holder | $154 | $661-76.7% | $5,645-97.3% | $593-74.1% |