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 | $35,649 |
SIGMA FINANCIAL CORPORATION4 years Service code 49 · EIN 38-2472555 | Other Services | $12,794 |
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 | $42,700 | $54,701-21.9% | $86,188-50.5% | $71,457-40.2% |
| Participation rate | 96.9% | 60.1%+36.8pp | 69.0%+27.9pp | 67.9%+29.0pp |
| Annual return | 14.60% | 20.06%-5.5pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,017 | $3,108-2.9% | $3,985-24.3% | $4,289-29.6% |
| Admin fee / account holder | $260 | $1,922-86.4% | $6,852-96.2% | $1,587-83.6% |