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 | $76,721 |
Service code 27 · EIN 38-4907906 | Advisory (Plan) | $20,436 |
THE BENEFIT ADVANTAGE, INC.2 years Service code 13 · EIN 38-3254950 | Contract Administrator | $14,407 |
THE BENEFIT ADVANTAGE, INC.2 years Filed as: THE BENEFIT ADVANTAGE INC. Service code 13 | Contract Administrator | $3,741 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,904 | $62,624-74.6% | $177,989-91.1% | $77,643-79.5% |
| Participation rate | 94.1% | 66.8%+27.3pp | 77.1%+17.0pp | 70.6%+23.5pp |
| Annual return | 8.98% | 16.16%-7.2pp | 294.48%-285.5pp | 31.24%-22.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,460 | $4,219-41.7% | $6,276-60.8% | $4,647-47.1% |
| Admin fee / account holder | $156 | $386-59.7% | $10,363-98.5% | $430-63.8% |