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 | $92,965 |
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 |
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 | $126,046 | $92,055+36.9% | $106,213+18.7% | $77,643+62.3% |
| Participation rate | 83.0% | 81.0%+2.0pp | 75.3%+7.8pp | 70.6%+12.5pp |
| Annual return | 10.10% | 17.91%-7.8pp | 116.14%-106.0pp | 31.24%-21.1pp |
| Employer contribution / active EE | $8,197 | $3,367+143.5% | $3,171+158.5% | $2,726+200.7% |
| Participant deferral / active EE | $4,283 | $5,386-20.5% | $5,016-14.6% | $4,647-7.8% |
| Admin fee / account holder | $202 | $219-7.9% | $11,033-98.2% | $430-53.1% |