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 | $50,008 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,830 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $5,037 |
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 | $121,757 | $76,050+60.1% | $96,544+26.1% | $71,457+70.4% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.9pp | 67.9%+25.9pp |
| Annual return | 25.30% | 22.81%+2.5pp | 25.84%-0.5pp | 28.85%-3.6pp |
| Employer contribution / active EE | $4,787 | $2,244+113.3% | $2,965+61.5% | $2,588+85.0% |
| Participant deferral / active EE | $9,204 | $4,215+118.3% | $4,851+89.7% | $4,289+114.6% |
| Admin fee / account holder | $352 | $2,707-87.0% | $8,252-95.7% | $1,587-77.8% |