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 | $104,485 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $51,182 |
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 | $403,217 | $65,561+515.0% | $91,541+340.5% | $74,304+442.7% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 22.70% | 17.68%+5.0pp | 20.50%+2.2pp | 29.43%-6.7pp |
| Employer contribution / active EE | $11,756 | $1,717+584.7% | $2,505+369.4% | $2,241+424.6% |
| Participant deferral / active EE | $6,983 | $2,918+139.3% | $4,008+74.2% | $3,767+85.4% |
| Admin fee / account holder | $493 | $3,333-85.2% | $6,956-92.9% | $2,969-83.4% |