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 | $93,916 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $54,673 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $507,603 | $56,423+799.6% | $77,163+557.8% | $71,457+610.4% |
| Participation rate | 87.3% | 64.3%+23.0pp | 69.6%+17.8pp | 67.9%+19.4pp |
| Annual return | 9.77% | 19.05%-9.3pp | 37.87%-28.1pp | 28.85%-19.1pp |
| Employer contribution / active EE | $4,654 | $1,866+149.4% | $2,535+83.6% | $2,588+79.9% |
| Participant deferral / active EE | $6,501 | $3,142+106.9% | $3,833+69.6% | $4,289+51.6% |
| Admin fee / account holder | $602 | $1,429-57.9% | $5,472-89.0% | $1,587-62.1% |