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 | $59,097+54.5% | $82,389+10.8% | $74,304+22.9% |
| Participation rate | 98.3% | 52.8%+45.5pp | 69.5%+28.7pp | 60.3%+37.9pp |
| Annual return | 13.24% | 22.85%-9.6pp | 28.67%-15.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $5,359 | $1,601+234.8% | $2,517+112.9% | $2,241+139.1% |
| Participant deferral / active EE | $4,955 | $2,775+78.5% | $4,155+19.3% | $3,767+31.5% |
| Admin fee / account holder | $335 | $4,489-92.5% | $7,231-95.4% | $2,969-88.7% |