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 | $95,764 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $19,200 |
Filed as: RYAN INVESTMENT MANAGEMENT INC Service code 26 · EIN 84-1603477 | Advisory (Participants) | $11,029 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,783 | $95,274+286.0% | $135,903+170.6% | $74,419+394.2% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 19.78% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $15,559 | $3,874+301.6% | $4,856+220.4% | $2,637+489.9% |
| Participant deferral / active EE | $13,799 | $7,782+77.3% | $7,758+77.9% | $4,528+204.7% |
| Admin fee / account holder | $383 | $266+43.8% | $10,762-96.4% | $348+10.0% |