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 | $48,127 |
Service code 49 · EIN 20-4785962 | Other Services | $12,455 |
Filed as: HEARD MCELROY & VESTAL LLC Service code 13 · EIN 72-0398470 | Contract Administrator | $8,123 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,410 | $106,236-80.8% | $112,228-81.8% | $64,808-68.5% |
| Participation rate | 71.3% | 71.7%-0.4pp | 75.1%-3.8pp | 71.5%-0.2pp |
| Annual return | -6.56% | -6.02%-0.5pp | 27.45%-34.0pp | 32.82%-39.4pp |
| Employer contribution / active EE | $812 | $3,166-74.4% | $3,635-77.7% | $2,506-67.6% |
| Participant deferral / active EE | $4,677 | $3,785+23.6% | $4,728-1.1% | $4,310+8.5% |
| Admin fee / account holder | $176 | $452-61.0% | $6,410-97.3% | $188-6.2% |