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 | $122,441 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 35-1729164 | Advisory (Plan) | $24,585 |
Filed as: 1834 INVESTMENT ADVISORS CO. Service code 27 · EIN 39-1230894 | Advisory (Plan) | $12,369 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,588 | $56,767+13.8% | $101,794-36.5% | $85,563-24.5% |
| Participation rate | 96.3% | 57.6%+38.7pp | 69.2%+27.1pp | 66.0%+30.4pp |
| Annual return | 12.24% | 17.76%-5.5pp | 30.53%-18.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $420 | $1,112-62.3% | $2,289-81.7% | $2,654-84.2% |
| Participant deferral / active EE | $5,206 | $2,720+91.4% | $4,084+27.5% | $4,375+19.0% |
| Admin fee / account holder | $199 | $1,098-81.8% | $8,777-97.7% | $834-76.1% |