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 15 · EIN 01-0233346 | Recordkeeping | $658 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 | Advisory (Participants) | $647 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $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 | $48,957 | $54,229-9.7% | $70,092-30.2% | $68,494-28.5% |
| Participation rate | 76.0% | 64.5%+11.6pp | 70.5%+5.6pp | 67.9%+8.2pp |
| Annual return | -16.41% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,608 | $2,018-20.3% | $2,559-37.2% | $2,596-38.1% |
| Participant deferral / active EE | $2,365 | $2,956-20.0% | $3,849-38.6% | $4,027-41.3% |
| Admin fee / account holder | $426 | $4,694-90.9% | $6,267-93.2% | $5,403-92.1% |