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 | $22,847 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,958 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,123 | $27,839+26.2% | $58,482-39.9% | $71,457-50.8% |
| Participation rate | 57.5% | 34.5%+23.0pp | 50.9%+6.7pp | 67.9%-10.4pp |
| Annual return | 14.52% | 26.81%-12.3pp | 4239.32%-4224.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $573 | $631-9.1% | $1,053-45.6% | $2,588-77.9% |
| Participant deferral / active EE | $1,583 | $1,206+31.3% | $1,924-17.7% | $4,289-63.1% |
| Admin fee / account holder | $172 | $1,641-89.5% | $2,516-93.2% | $1,587-89.2% |