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 | $46,142 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,699 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,769 | $65,435-37.7% | $86,677-53.0% | $66,914-39.1% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | -18.37% | -10.89%-7.5pp | 35.91%-54.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,186 | $2,153+48.0% | $2,836+12.3% | $2,544+25.2% |
| Participant deferral / active EE | $6,488 | $4,100+58.2% | $4,656+39.4% | $4,237+53.1% |
| Admin fee / account holder | $355 | $642-44.7% | $7,493-95.3% | $593-40.2% |