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 | $68,220 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,504 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,204 |
Filed as: WILSHIE ADVISORS LLC Service code 27 | Advisory (Plan) | $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 | $140,027 | $79,171+76.9% | $102,423+36.7% | $74,495+88.0% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 12.75% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $5,153 | $2,362+118.1% | $3,023+70.4% | $2,623+96.4% |
| Participant deferral / active EE | $10,029 | $4,415+127.1% | $5,053+98.5% | $4,346+130.8% |
| Admin fee / account holder | $452 | $2,001-77.4% | $9,451-95.2% | $1,942-76.7% |