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 | $87,693 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $46,523 |
Service code 49 · EIN 36-3533281 | Other Services | $9,304 |
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 | $195,532 | $88,083+122.0% | $164,813+18.6% | $74,495+162.5% |
| Participation rate | 98.3% | 73.0%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 15.82% | 17.26%-1.4pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $8,210 | $2,593+216.6% | $4,341+89.1% | $2,623+213.0% |
| Participant deferral / active EE | $10,398 | $4,498+131.2% | $6,031+72.4% | $4,346+139.3% |
| Admin fee / account holder | $601 | $2,234-73.1% | $12,690-95.3% | $1,942-69.1% |