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 4-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 15 · EIN 01-0233346 | Recordkeeping | $36,613 |
POWER FINANCIAL PARTNERS1 year Service code 26 · EIN 92-2127109 | Advisory (Participants) | $17,108 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $16,438 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,453 | $83,902-55.4% | $167,512-77.6% | $84,808-55.8% |
| Participation rate | 86.4% | 66.5%+19.9pp | 77.1%+9.3pp | 68.3%+18.1pp |
| Annual return | 17.07% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,357 | $2,264+4.1% | $3,882-39.3% | $2,631-10.4% |
| Participant deferral / active EE | $4,671 | $4,442+5.1% | $6,405-27.1% | $4,212+10.9% |
| Admin fee / account holder | $545 | $7,915-93.1% | $9,769-94.4% | $7,344-92.6% |