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 6-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 | $45,861 |
MORNINGSTAR1 year 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,971 | $42,353-76.5% | $79,550-87.5% | $64,808-84.6% |
| Participation rate | 83.3% | 64.8%+18.6pp | 69.5%+13.8pp | 71.5%+11.8pp |
| Annual return | 8.95% | -12.24%+21.2pp | 0.16%+8.8pp | 32.82%-23.9pp |
| Employer contribution / active EE | $1,122 | $1,181-4.9% | $2,413-53.5% | $2,506-55.2% |
| Participant deferral / active EE | $4,104 | $3,170+29.5% | $3,985+3.0% | $4,310-4.8% |
| Admin fee / account holder | $88 | $160-44.6% | $6,832-98.7% | $188-52.9% |