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 | $45,372 |
Filed as: RITHOLTZ WEALTH Service code 27 · EIN 46-3303127 | Advisory (Plan) | $20,273 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,193 | $59,417+176.3% | $93,606+75.4% | $74,495+120.4% |
| Participation rate | 71.4% | 59.7%+11.7pp | 68.7%+2.6pp | 67.2%+4.2pp |
| Annual return | 136.09% | 81.83%+54.3pp | 133.20%+2.9pp | 1364.94%-1228.9pp |
| Employer contribution / active EE | $1,983 | $1,264+56.9% | $2,420-18.1% | $2,623-24.4% |
| Participant deferral / active EE | $7,542 | $3,050+147.3% | $4,411+71.0% | $4,346+73.5% |
| Admin fee / account holder | $274 | $3,021-90.9% | $8,285-96.7% | $1,942-85.9% |