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 | $98,575 |
Filed as: RYAN INVESTMENT MANAGEMENT INC Service code 26 · EIN 84-1603477 | Advisory (Participants) | $17,823 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $12,075 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 26 · EIN 47-2510641 | Advisory (Participants) | $9,772 |
VIA ACTUARIAL SOLUTIONS1 year Service code 13 · EIN 41-1894458 | Contract Administrator | $6,000 |
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 | $422,644 | $106,028+298.6% | $146,958+187.6% | $77,643+444.3% |
| Participation rate | 94.1% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.5pp |
| Annual return | 18.26% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $16,131 | $4,063+297.0% | $4,933+227.0% | $2,726+491.8% |
| Participant deferral / active EE | $14,016 | $7,990+75.4% | $8,070+73.7% | $4,647+201.6% |
| Admin fee / account holder | $423 | $337+25.5% | $12,998-96.7% | $430-1.6% |