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 | $26,019 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,373 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,490 | $34,934-9.9% | $56,411-44.2% | $74,495-57.7% |
| Participation rate | 70.0% | 32.8%+37.2pp | 52.5%+17.5pp | 67.2%+2.8pp |
| Annual return | 10.11% | 25.94%-15.8pp | 1701.33%-1691.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $608 | $609-0.2% | $1,039-41.5% | $2,623-76.8% |
| Participant deferral / active EE | $1,765 | $1,170+50.8% | $1,952-9.6% | $4,346-59.4% |
| Admin fee / account holder | $156 | $2,364-93.4% | $2,829-94.5% | $1,942-92.0% |