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 | $46,262 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,771 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,487 | $70,669+15.3% | $169,368-51.9% | $75,163+8.4% |
| Participation rate | 86.7% | 64.8%+21.9pp | 77.1%+9.5pp | 67.2%+19.5pp |
| Annual return | 15.74% | 36.36%-20.6pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,981 | $2,211+34.8% | $4,013-25.7% | $2,670+11.6% |
| Participant deferral / active EE | $5,654 | $4,311+31.2% | $6,221-9.1% | $4,125+37.1% |
| Admin fee / account holder | $497 | $5,402-90.8% | $9,003-94.5% | $5,651-91.2% |