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 | $48,332 |
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 | $111,627 | $86,655+28.8% | $119,609-6.7% | $66,914+66.8% |
| Participation rate | 97.8% | 75.6%+22.3pp | 79.3%+18.6pp | 69.8%+28.0pp |
| Annual return | -16.20% | -8.00%-8.2pp | -14.97%-1.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,451 | $2,536-3.3% | $4,232-42.1% | $2,544-3.7% |
| Participant deferral / active EE | $9,805 | $4,358+125.0% | $5,602+75.0% | $4,237+131.4% |
| Admin fee / account holder | $286 | $755-62.1% | $10,323-97.2% | $593-51.8% |