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 MANAGEMENT2 years Service code 27 · EIN 45-5139913 | Advisory (Plan) | $39,097 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $18,339 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993 | Contract Administrator | $7,609 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,400 | $76,670-56.4% | $96,683-65.5% | $71,457-53.3% |
| Participation rate | 89.2% | 66.6%+22.6pp | 74.3%+14.8pp | 67.9%+21.2pp |
| Annual return | 10.16% | 48.29%-38.1pp | 35.69%-25.5pp | 28.85%-18.7pp |
| Employer contribution / active EE | $525 | $3,031-82.7% | $3,737-86.0% | $2,588-79.7% |
| Participant deferral / active EE | $3,284 | $3,771-12.9% | $4,878-32.7% | $4,289-23.4% |
| Admin fee / account holder | $198 | $2,028-90.3% | $6,730-97.1% | $1,587-87.5% |