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 | $99,037 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $58,374 |
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.)
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 | $422,669 | $62,127+580.3% | $81,382+419.4% | $74,495+467.4% |
| Participation rate | 98.2% | 64.0%+34.2pp | 69.5%+28.7pp | 67.2%+31.0pp |
| Annual return | 14.17% | 16.48%-2.3pp | 24.73%-10.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,862 | $1,882+211.4% | $2,463+138.0% | $2,623+123.5% |
| Participant deferral / active EE | $7,211 | $3,229+123.3% | $3,883+85.7% | $4,346+65.9% |
| Admin fee / account holder | $524 | $1,934-72.9% | $5,768-90.9% | $1,942-73.0% |