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 | $103,871 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,654 | $106,236+44.6% | $112,228+36.9% | $64,808+137.1% |
| Participation rate | 95.6% | 71.7%+24.0pp | 75.1%+20.6pp | 71.5%+24.2pp |
| Annual return | -15.67% | -6.02%-9.7pp | 27.45%-43.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $5,818 | $3,166+83.8% | $3,635+60.1% | $2,506+132.2% |
| Participant deferral / active EE | $10,358 | $3,785+173.7% | $4,728+119.1% | $4,310+140.3% |
| Admin fee / account holder | $277 | $452-38.6% | $6,410-95.7% | $188+47.6% |