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 | $26,853 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,277 |
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 | $26,603 | $31,310-15.0% | $53,898-50.6% | $74,304-64.2% |
| Participation rate | 72.0% | 30.7%+41.3pp | 55.0%+17.0pp | 60.3%+11.6pp |
| Annual return | 12.47% | 23.16%-10.7pp | 528.60%-516.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $564 | $450+25.3% | $932-39.5% | $2,241-74.8% |
| Participant deferral / active EE | $1,722 | $934+84.3% | $1,826-5.7% | $3,767-54.3% |
| Admin fee / account holder | $137 | $2,175-93.7% | $2,491-94.5% | $2,969-95.4% |