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 | $109,060 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $64,704 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,007 | $50,199+740.7% | $70,092+502.1% | $66,914+530.7% |
| Participation rate | 97.5% | 66.3%+31.1pp | 70.5%+27.0pp | 69.8%+27.7pp |
| Annual return | 1.65% | -13.85%+15.5pp | 190.73%-189.1pp | 1.58%+0.1pp |
| Employer contribution / active EE | $4,605 | $1,864+147.1% | $2,559+80.0% | $2,544+81.0% |
| Participant deferral / active EE | $5,806 | $3,112+86.6% | $3,849+50.8% | $4,237+37.0% |
| Admin fee / account holder | $613 | $600+2.3% | $6,267-90.2% | $593+3.4% |