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 | $64,560 |
MORNINGSTAR3 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,881 | $88,083+98.5% | $164,813+6.1% | $74,495+134.8% |
| Participation rate | 95.9% | 73.0%+22.9pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 15.89% | 17.26%-1.4pp | 69.93%-54.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,883 | $2,593+11.2% | $4,341-33.6% | $2,623+9.9% |
| Participant deferral / active EE | $12,262 | $4,498+172.6% | $6,031+103.3% | $4,346+182.1% |
| Admin fee / account holder | $419 | $2,234-81.2% | $12,690-96.7% | $1,942-78.4% |