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 5-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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $102,317-69.4% | $146,958-78.7% | $80,856-61.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.7pp | 67.6%+26.3pp |
| Annual return | 18.86% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,204 | $3,713+13.2% | $4,933-14.8% | $2,755+52.6% |
| Participant deferral / active EE | $9,363 | $6,644+40.9% | $8,070+16.0% | $4,296+118.0% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |