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 |
|---|---|---|
THE ROCK SOLID, INC1 year Service code 10 · EIN 86-0714549 | Accounting | $8,750 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,280 |
Filed as: CLARK, BRADLEY Service code 49 3509 E KNOLL ST · MESA, AZ 852131765 | Other Services | $1,661 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,202 | $86,944-25.0% | $107,525-39.4% | $74,304-12.2% |
| Participation rate | 90.2% | 59.6%+30.7pp | 75.1%+15.2pp | 60.3%+29.9pp |
| Annual return | 13.51% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,726 | $2,757-37.4% | $3,754-54.0% | $2,241-23.0% |
| Participant deferral / active EE | $3,481 | $3,554-2.0% | $5,116-31.9% | $3,767-7.6% |
| Admin fee / account holder | $80 | $3,727-97.9% | $8,919-99.1% | $2,969-97.3% |