Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 56-2375265 | Recordkeeping | $2,930 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $2,044 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $102,382-69.4% | $147,005-78.7% | $80,874-61.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.7pp | 67.6%+26.3pp |
| Annual return | 18.86% | 134.89%-116.0pp | 418.76%-399.9pp | 35.62%-16.8pp |
| Employer contribution / active EE | $4,204 | $3,715+13.2% | $4,934-14.8% | $2,756+52.5% |
| Participant deferral / active EE | $9,363 | $6,646+40.9% | $8,070+16.0% | $4,297+117.9% |
| Admin fee / account holder | $16 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |