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 MANAGEMENT3 years Service code 27 · EIN 45-5139913 | Advisory (Plan) | $48,396 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $21,297 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993 | Contract Administrator | $19,379 |
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 | $36,269 | $80,724-55.1% | $103,333-64.9% | $74,495-51.3% |
| Participation rate | 89.6% | 65.7%+23.9pp | 74.5%+15.1pp | 67.2%+22.4pp |
| Annual return | 15.72% | 27.56%-11.8pp | 24.88%-9.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $617 | $3,157-80.5% | $3,868-84.0% | $2,623-76.5% |
| Participant deferral / active EE | $3,919 | $3,860+1.5% | $5,057-22.5% | $4,346-9.8% |
| Admin fee / account holder | $62 | $2,368-97.4% | $8,355-99.3% | $1,942-96.8% |