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 | $34,495 |
SIGMA FINANCIAL CORPORATION3 years Service code 49 · EIN 38-2472555 | Other Services | $12,652 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,355 | $49,451-18.4% | $79,550-49.3% | $66,914-39.7% |
| Participation rate | 86.0% | 61.3%+24.7pp | 69.5%+16.6pp | 69.8%+16.2pp |
| Annual return | -15.44% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,424 | $3,159-23.2% | $3,985-39.2% | $4,237-42.8% |
| Admin fee / account holder | $283 | $595-52.4% | $6,832-95.9% | $593-52.3% |