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 | $44,716 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,441 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,145 | $69,010-8.5% | $159,960-60.5% | $68,494-7.8% |
| Participation rate | 84.8% | 65.4%+19.4pp | 78.0%+6.8pp | 67.9%+16.9pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,676 | $2,213+20.9% | $4,226-36.7% | $2,596+3.1% |
| Participant deferral / active EE | $5,781 | $4,212+37.3% | $6,182-6.5% | $4,027+43.5% |
| Admin fee / account holder | $443 | $4,798-90.8% | $8,698-94.9% | $5,403-91.8% |