See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $162,851 |
ARBOR POINT ADVISORS LLC1 year Filed as: ARBOR POINT ADVISORS Service code 27 · EIN 46-1050183 | Advisory (Plan) | $62,162 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,934 | $112,623-17.5% | $106,213-12.5% | $199,593-53.4% |
| Participation rate | 98.5% | 86.2%+12.2pp | 75.3%+23.2pp | 72.0%+26.5pp |
| Annual return | 10.94% | 15.57%-4.6pp | 116.14%-105.2pp | 34.25%-23.3pp |
| Employer contribution / active EE | $2,637 | $4,575-42.4% | $3,171-16.9% | $3,034-13.1% |
| Participant deferral / active EE | $6,473 | $6,659-2.8% | $5,016+29.0% | $5,087+27.2% |
| Admin fee / account holder | $155 | $107+44.9% | $11,033-98.6% | $269-42.3% |