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 | $58,793 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,838 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $16,989 |
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 | $62,834 | $59,097+6.3% | $82,389-23.7% | $74,304-15.4% |
| Participation rate | 89.0% | 52.8%+36.2pp | 69.5%+19.4pp | 60.3%+28.6pp |
| Annual return | 14.73% | 22.85%-8.1pp | 28.67%-13.9pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,825 | $1,601+14.0% | $2,517-27.5% | $2,241-18.6% |
| Participant deferral / active EE | $4,574 | $2,775+64.8% | $4,155+10.1% | $3,767+21.4% |
| Admin fee / account holder | $383 | $4,489-91.5% | $7,231-94.7% | $2,969-87.1% |