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 | $45,395 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,071 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,482 | $76,050-23.1% | $96,544-39.4% | $71,457-18.2% |
| Participation rate | 86.9% | 74.4%+12.5pp | 76.0%+10.9pp | 67.9%+19.0pp |
| Annual return | 17.79% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,976 | $2,244+32.6% | $2,965+0.4% | $2,588+15.0% |
| Participant deferral / active EE | $5,882 | $4,215+39.5% | $4,851+21.3% | $4,289+37.2% |
| Admin fee / account holder | $385 | $2,707-85.8% | $8,252-95.3% | $1,587-75.8% |