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 9-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 | $76,158 |
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 |
Annual investment return 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 | $113,594 | $84,784+34.0% | $98,439+15.4% | $74,419+52.6% |
| Participation rate | 82.1% | 81.5%+0.5pp | 75.2%+6.9pp | 70.7%+11.3pp |
| Annual return | 14.51% | 20.59%-6.1pp | 21.16%-6.6pp | 34.38%-19.9pp |
| Employer contribution / active EE | $7,764 | $3,364+130.8% | $3,048+154.7% | $2,637+194.4% |
| Participant deferral / active EE | $3,580 | $5,218-31.4% | $4,738-24.4% | $4,528-20.9% |
| Admin fee / account holder | $174 | $204-15.0% | $8,948-98.1% | $348-50.0% |