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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,027 |
ROYAL ALLIANCE ASSOCIATES INC9+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $37,029 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $27,316 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $14,657 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,722 |
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 | $63,711 | $95,274-33.1% | $135,903-53.1% | $74,419-14.4% |
| Participation rate | 86.1% | 78.2%+7.9pp | 81.9%+4.2pp | 70.7%+15.3pp |
| Annual return | 20.36% | 32.77%-12.4pp | 68.23%-47.9pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,808 | $3,874-53.3% | $4,856-62.8% | $2,637-31.4% |
| Participant deferral / active EE | $6,841 | $7,782-12.1% | $7,758-11.8% | $4,528+51.1% |
| Admin fee / account holder | $113 | $266-57.5% | $10,762-98.9% | $348-67.5% |