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 |
|---|---|---|
ANEW ADVISORS LLC1 year Filed as: ANEW ADVISORS Service code 27 · EIN 87-1992226 | Advisory (Plan) | $10,275 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,942 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,895 | $110,094+103.4% | $151,611+47.7% | $68,494+226.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 11.71% | -10.12%+21.8pp | 3.33%+8.4pp | -7.84%+19.6pp |
| Employer contribution / active EE | $12,758 | $4,471+185.4% | $6,166+106.9% | $2,596+391.4% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $347 | $7,719-95.5% | $11,616-97.0% | $5,403-93.6% |