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 | $2,097 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,665 | $101,317+22.1% | $146,958-15.9% | $74,495+66.0% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 15.28% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,010 | $7,303+64.4% | $8,070+48.8% | $4,346+176.4% |
| Admin fee / account holder | $13 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |