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 | $98,530 |
MORNINGSTAR2 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,679 | $129,021-3.4% | $184,203-32.3% | $77,643+60.6% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.9pp |
| Annual return | 13.30% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $4,566 | $4,413+3.5% | $6,427-29.0% | $2,726+67.5% |
| Participant deferral / active EE | $6,070 | $7,297-16.8% | $9,131-33.5% | $4,647+30.6% |
| Admin fee / account holder | $224 | $254-11.9% | $13,901-98.4% | $430-48.0% |