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 | $44,912 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,454 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,321 | $55,932+63.3% | $76,735+19.0% | $67,986+34.3% |
| Participation rate | 98.3% | 50.8%+47.5pp | 69.5%+28.8pp | 57.2%+41.1pp |
| Annual return | 13.24% | 23.10%-9.9pp | 29.77%-16.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $5,359 | $1,487+260.5% | $2,454+118.3% | $2,019+165.5% |
| Participant deferral / active EE | $4,955 | $2,558+93.7% | $4,088+21.2% | $3,358+47.6% |
| Admin fee / account holder | $335 | $4,907-93.2% | $7,189-95.3% | $3,203-89.5% |