Filed October 24, 2025
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 | $81,881 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $31,542 |
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 | $122,494 | $80,724+51.7% | $103,333+18.5% | $74,495+64.4% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 13.80% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $8,418 | $3,157+166.6% | $3,868+117.6% | $2,623+220.9% |
| Participant deferral / active EE | $6,104 | $3,860+58.1% | $5,057+20.7% | $4,346+40.4% |
| Admin fee / account holder | $677 | $2,368-71.4% | $8,355-91.9% | $1,942-65.1% |