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 |
|---|---|---|
WILSEY ASSET MANAGEMENT1 year Service code 27 · EIN 45-5139913 | Advisory (Plan) | $34,417 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $15,640 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993 | Contract Administrator | $1,232 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,517 | $64,119-52.4% | $112,228-72.8% | $66,914-54.4% |
| Participation rate | 87.4% | 68.5%+19.0pp | 75.1%+12.4pp | 69.8%+17.6pp |
| Annual return | -9.52% | -13.81%+4.3pp | 27.45%-37.0pp | 1.58%-11.1pp |
| Employer contribution / active EE | $495 | $3,005-83.5% | $3,635-86.4% | $2,544-80.5% |
| Participant deferral / active EE | $3,280 | $3,693-11.2% | $4,728-30.6% | $4,237-22.6% |
| Admin fee / account holder | $164 | $625-73.8% | $6,410-97.4% | $593-72.4% |