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 | $43,208 |
MURRAY FINANCIAL GROUP3 years Filed as: MURRAY FINANCIAL GROUP, LLC Service code 27 · EIN 45-0834412 | Advisory (Plan) | $25,052 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,437 | $66,098+30.8% | $101,794-15.1% | $74,304+16.3% |
| Participation rate | 88.5% | 53.8%+34.8pp | 69.2%+19.3pp | 60.3%+28.2pp |
| Annual return | 9.89% | 19.59%-9.7pp | 30.53%-20.6pp | 29.43%-19.5pp |
| Employer contribution / active EE | $2,410 | $1,082+122.8% | $2,289+5.3% | $2,241+7.5% |
| Participant deferral / active EE | $6,069 | $2,781+118.2% | $4,084+48.6% | $3,767+61.1% |
| Admin fee / account holder | $357 | $4,146-91.4% | $8,777-95.9% | $2,969-88.0% |