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 | $100,506 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $40,721 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,871 | $72,994-52.2% | $120,354-71.0% | $77,643-55.1% |
| Participation rate | 92.6% | 55.2%+37.4pp | 71.9%+20.7pp | 70.6%+22.1pp |
| Annual return | 12.88% | 18.23%-5.3pp | 107.15%-94.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,764 | $1,793-1.6% | $3,463-49.1% | $2,726-35.3% |
| Participant deferral / active EE | $3,213 | $3,011+6.7% | $4,991-35.6% | $4,647-30.9% |
| Admin fee / account holder | $262 | $658-60.1% | $9,423-97.2% | $430-39.0% |